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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $214,255 |
Service code 13 · EIN 94-1749354 6800 SANTA TERESA BLVD · SAN JOSE, CA 95119 | Contract Administrator | $49,680 |
Filed as: STRATEGIC CAPITAL INVESTMENTS Service code 27 · EIN 36-4268991 720 E, BUTTERFIELD ROAD · LOMBARD, IL 60148 | Advisory (Plan) | $46,290 |
INEICH & COMPANY, LLP5+ years Service code 10 · EIN 56-2552172 950 TOWER LANE · FOSTER CITY, CA 94404 | Accounting | $16,000 |
Filed as: NEYHART, ANDERSON, FREITAS Service code 29 · EIN 94-2576729 369 PINE STREET · SAN FRANCISCO, CA 94104 | Legal | $13,814 |
ELITE BOOKKEEPING1 year Service code 10 333 S. ANITA DRIVE · ORANGE, CA 92868 | Accounting | $6,443 |
SMART SOURCE LLC1 year Service code 36 1150 S. BASCOM AVENUE, SUITE 1 · SAN JOSE, CA 95128 | Copying and duplicating | $5,255 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
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 | $52,034 | $73,497-29.2% | $101,275-48.6% | $93,223-44.2% |
| Participation rate | 74.7% | 84.5%-9.8pp | 75.8%-1.1pp | 74.9%-0.2pp |
| Annual return | 2.87% | 11.66%-8.8pp | 46.46%-43.6pp | 19.29%-16.4pp |
| Employer contribution / active EE | $2,724 | $3,600-24.3% | $3,660-25.6% | $2,680+1.7% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $109 | $121-9.9% | $5,948-98.2% | $79+37.6% |