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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 94-1749354 6800 SANTA TERESA BLVD · SAN JOSE, CA 95119 | Contract Administrator | $47,760 |
Filed as: STRATEGIC CAPITAL INVESTMENTS Service code 27 · EIN 36-4268991 720 E, BUTTERFIELD ROAD · LOMBARD, IL 60148 | Advisory (Plan) | $45,316 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $21,499 |
INEICH & COMPANY, LLP3+ years Service code 10 · EIN 56-2552172 950 TOWER LANE · FOSTER CITY, CA 94404 | Accounting | $15,000 |
Filed as: NEYHART, ANDERSON, FREITAS Service code 29 · EIN 94-2576729 369 PINE STREET · SAN FRANCISCO, CA 94104 | Legal | $6,139 |
Filed as: MASSACHUSEETTS MUTUAL LIFE INS. CO. Service code 52 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,195 | $60,396-20.2% | $83,831-42.5% | $75,289-36.0% |
| Participation rate | 72.8% | 80.7%-7.9pp | 76.1%-3.3pp | 72.4%+0.4pp |
| Annual return | 8.50% | 3.84%+4.7pp | 850.99%-842.5pp | -0.04%+8.5pp |
| Employer contribution / active EE | $2,439 | $3,343-27.0% | $3,631-32.8% | $2,405+1.4% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $48 | $141-65.9% | $5,479-99.1% | $102-52.9% |