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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.1+ years Service code 15 ONE KAISER PLAZA · OAKLAND, CA 94612 | Recordkeeping | $8,730 |
THE HOBBS GROUP, PA1+ years Filed as: THE HOBBS GROUP Service code 10 1704 LAUREL STREET · COLUMBIA, SC 29201 | Accounting | $8,000 |
SANSOME STREET APPRAISERS, INC.1+ years Service code 34 ONE KAISER PLAZA · OAKLAND, CA 94612 | Valuation (appraisals, etc.) | $7,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,354 | $75,183-57.0% | $123,894-73.9% | $55,167-41.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | -0.78% | 19.01%-19.8pp | 47.52%-48.3pp | 169.23%-170.0pp |
| Employer contribution / active EE | $275 | $2,823-90.2% | $4,617-94.0% | $1,963-86.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $206 | $663-68.9% | $8,357-97.5% | $504-59.1% |