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| Provider | Service type | Compensation |
|---|---|---|
NEW CENTURY PARTNERS3+ years Service code 28 · EIN 68-0189192 2838 UNION STREET · SAN FRANCISCO, CA 94123 | Investment Management | $1,041,871 |
UNITED ADMINISTRATIVE SERVICES3+ years Service code 13 · EIN 94-1749345 | Contract Administrator | $127,334 |
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $121,953 |
WHITESTAR ADVISORS, LLC3+ years Service code 28 · EIN 03-0496641 902 CLINT MOORE ROAD, SUITE 220 · BOCA RATON, FL 33487 | Investment Management | $103,633 |
KAUFMANN & GOBLE3+ years Service code 11 · EIN 94-2614826 160 WEST SANTA CLARA ST SUITE 1550 · SAN JOSE, CA 95113 | Actuarial | $93,000 |
HEMMING MORSE3+ years Service code 10 · EIN 30-0702322 | Accounting | $50,284 |
LOCAL 4673+ 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 | $10,480 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 18.85% | 11.78%+7.1pp | 8.32%+10.5pp | 23.90%-5.0pp |
| Employer contribution / active EE | $28,999 | $11,309+156.4% | $30,793-5.8% | $16,539+75.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |