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| Provider | Service type | Compensation |
|---|---|---|
NEW CENTURY PARTNERS2+ years Service code 28 · EIN 68-0189192 2838 UNION STREET · SAN FRANCISCO, CA 94123 | Investment Management | $933,007 |
UNITED ADMINISTRATIVE SERVICES2+ years Service code 13 · EIN 94-1749345 | Contract Administrator | $120,741 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $107,905 |
WHITESTAR ADVISORS, LLC2+ years Service code 28 · EIN 03-0496641 902 CLINT MOORE ROAD, SUITE 220 · BOCA RATON, FL 33487 | Investment Management | $103,764 |
KAUFMANN & GOBLE2+ years Service code 11 · EIN 94-2614826 160 WEST SANTA CLARA ST SUITE 1550 · SAN JOSE, CA 95113 | Actuarial | $90,000 |
HEMMING MORSE2+ years Service code 10 · EIN 30-0702322 | Accounting | $41,830 |
LOCAL 4672+ years Service code 14 · EIN 94-0775047 1519 ROLLINS RD · BURLINGAME, CA 94010 | Plan Administrator | $18,196 |
Filed as: NEYHART, ETL Service code 29 · EIN 94-2576729 44 MONTGOMERY ST SUITE 2080 · SAN FRANCISCO, CA 94104 | Legal | $9,365 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 5.57% | 3.49%+2.1pp | 4.16%+1.4pp | 7.18%-1.6pp |
| Employer contribution / active EE | $26,706 | $11,083+141.0% | $29,966-10.9% | $13,095+103.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |