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 & GOBLE6+ years Service code 15 · EIN 94-2614826 160 W SANTA CLARA ST SUITE 1550 · SAN JOSE, CA 95113 | Recordkeeping | $182,588 |
NEW CENTURY PARTNERS1 year Filed as: NEW CENTURY Service code 28 · EIN 68-0189192 | Investment Management | $92,814 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $42,785 |
UNITED ADMINISTRATIVE SERVICES6+ years Service code 14 · EIN 94-1749354 6800 SANTA TERESA BLVD, SUITE 100 · SAN JOSE, CA 95119 | Plan Administrator | $24,975 |
Service code 29 369 PINE STREET, SUITE 800 · SAN FRANCISCO, CA 94104 | Legal | $9,466 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $8,339 |
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 | $123,181 | $91,517+34.6% | $101,275+21.6% | $73,412+67.8% |
| Participation rate | 64.2% | 73.8%-9.6pp | 75.8%-11.6pp | 72.2%-8.0pp |
| Annual return | 12.80% | 17.17%-4.4pp | 46.48%-33.7pp | 59.30%-46.5pp |
| Employer contribution / active EE | $4,916 | $2,877+70.9% | $3,660+34.3% | $2,234+120.1% |
| Participant deferral / active EE | $5,446 | $3,338+63.1% | $4,371+24.6% | $3,806+43.1% |
| Admin fee / account holder | $345 | $216+59.8% | $5,948-94.2% | $158+118.5% |