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| Provider | Service type | Compensation |
|---|---|---|
NEW CENTURY PARTNERS4+ years Service code 28 · EIN 68-0189192 2838 UNION STREET · SAN FRANCISCO, CA 94123 | Investment Management | $1,035,618 |
NEWPORT GROUP, INC.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $139,789 |
UNITED ADMINISTRATIVE SERVICES4+ years Service code 13 · EIN 94-1749345 | Contract Administrator | $127,050 |
WHITESTAR ADVISORS, LLC4+ years Service code 28 · EIN 03-0496641 902 CLINT MOORE ROAD, SUITE 220 · BOCA RATON, FL 33487 | Investment Management | $103,490 |
KAUFMANN & GOBLE4+ years Service code 11 · EIN 94-2614826 160 WEST SANTA CLARA ST SUITE 1550 · SAN JOSE, CA 95113 | Actuarial | $96,000 |
EIDE BAILLY LLP1 year Filed as: VAVRINEK, TRINE, DAY & CO, LLP Service code 10 · EIN 95-2648289 | Accounting | $82,959 |
LOCAL 4674+ years Service code 14 · EIN 94-0775047 1519 ROLLINS RD · BURLINGAME, CA 94010 | Plan Administrator | $18,032 |
Service code 29 · EIN 94-2576729 | Legal | $10,856 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -3.55% | 4.25%-7.8pp | -752.26%+748.7pp | 0.19%-3.7pp |
| Employer contribution / active EE | $29,250 | $11,906+145.7% | $31,802-8.0% | $13,763+112.5% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |