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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE6+ years Filed as: KAUFMANN AND GOBLE Service code 15 · EIN 94-2614826 160 W SANTA CLARA ST SUITE 1550 · SAN JOSE, CA 95113 | Recordkeeping | $349,091 |
UNITED ADMINISTRATIVE SERVICES6+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $243,997 |
Filed as: FERGUSON WELLMAN Service code 28 · EIN 93-0646988 888 SW 5TH AVE 1200 · PORTLAND, OR 97204 | Investment Management | $155,555 |
MATRIX TRUST COMPANY6+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $129,997 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $69,456 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 23-2384840 | Advisory (Participants) | $69,000 |
J HERRLE6+ years Service code 17 · EIN 93-0692196 1800 SW FIRST AVENUE, SUITE 280 · PORTLAND, OR 97201 | Pension Consulting | $41,756 |
KRAW LAW GROUP6+ years Service code 29 · EIN 77-0171216 605 ELLIS STREET · MOUNTAIN VIEW, CA 94043 | Legal | $29,477 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,455 | $81,719+195.5% | $101,275+138.4% | $90,274+167.5% |
| Participation rate | 53.1% | 80.7%-27.7pp | 75.8%-22.7pp | 73.4%-20.3pp |
| Annual return | 12.61% | 337.64%-325.0pp | 46.46%-33.8pp | 53.97%-41.4pp |
| Employer contribution / active EE | $13,999 | $3,622+286.5% | $3,660+282.5% | $2,523+454.8% |
| Participant deferral / active EE | $6,709 | $3,310+102.7% | $4,370+53.5% | $4,231+58.6% |
| Admin fee / account holder | $424 | $162+161.7% | $5,948-92.9% | $114+271.4% |