Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE3+ years Filed as: KAUFMANN AND GOBLE Service code 15 · EIN 94-2614826 160 W SANTA CLARA ST SUITE 1550 · SAN JOSE, CA 95113 | Recordkeeping | $479,100 |
UNITED ADMINISTRATIVE SERVICES3+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $192,534 |
Filed as: FERGUSON WELLMAN Service code 28 · EIN 93-0646988 888 SW 5TH AVE 1200 · PORTLAND, OR 97204 | Investment Management | $142,592 |
MATRIX TRUST COMPANY3+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $117,006 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 23-2384840 | Advisory (Participants) | $69,000 |
HEMMING MORSE3+ years Service code 10 · EIN 30-0702322 | Accounting | $46,556 |
J HERRLE3+ years Service code 17 · EIN 93-0692196 1800 SW FIRST AVENUE, SUITE 280 · PORTLAND, OR 97201 | Pension Consulting | $35,228 |
KRAW LAW GROUP3+ years Service code 29 · EIN 77-0171216 605 ELLIS STREET · MOUNTAIN VIEW, CA 94043 | Legal | $29,334 |
S CAMPBELL2 years Service code 29 · EIN 77-0102183 | Legal | $5,796 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,690 | $221,442-15.7% | $92,240+102.4% | $77,958+139.5% |
| Participation rate | 58.4% | 79.6%-21.2pp | 76.5%-18.1pp | 71.6%-13.3pp |
| Annual return | 12.72% | 15.65%-2.9pp | 176.29%-163.6pp | 20.87%-8.1pp |
| Employer contribution / active EE | $9,177 | $3,226+184.5% | $3,680+149.4% | $2,310+297.2% |
| Participant deferral / active EE | $5,754 | $2,779+107.0% | $3,897+47.6% | $3,537+62.7% |
| Admin fee / account holder | $366 | $210+74.6% | $5,194-93.0% | $97+276.0% |