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| Provider | Service type | Compensation |
|---|---|---|
NEW CENTURY PARTNERS1+ years Service code 28 · EIN 68-0189192 2838 UNION STREET · SAN FRANCISCO, CA 94123 | Investment Management | $927,552 |
UNITED ADMINISTRATIVE SERVICES1+ years Service code 13 · EIN 94-1749345 | Contract Administrator | $121,231 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $105,767 |
WHITESTAR ADVISORS, LLC1+ years Service code 28 · EIN 03-0496641 902 CLINT MOORE ROAD, SUITE 220 · BOCA RATON, FL 33487 | Investment Management | $103,887 |
KAUFMANN & GOBLE1+ years Service code 11 · EIN 94-2614826 160 WEST SANTA CLARA ST SUITE 1550 · SAN JOSE, CA 95113 | Actuarial | $84,000 |
HEMMING MORSE1+ years Service code 10 · EIN 30-0702322 | Accounting | $70,258 |
LOCAL 4671+ years Service code 14 · EIN 94-0775047 1519 ROLLINS RD · BURLINGAME, CA 94010 | Plan Administrator | $18,032 |
Filed as: NEYHART, ETL Service code 29 · EIN 94-2576729 44 MONTGOMERY ST SUITE 2080 · SAN FRANCISCO, CA 94104 | Legal | $13,577 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 2.15% | 0.68%+1.5pp | -1.61%+3.8pp | -0.60%+2.7pp |
| Employer contribution / active EE | $26,021 | $10,568+146.2% | $30,840-15.6% | $12,272+112.0% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |