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| Provider | Service type | Compensation |
|---|---|---|
NEW CENTURY PARTNERS5+ years Service code 28 · EIN 68-0189192 2838 UNION STREET · SAN FRANCISCO, CA 94123 | Investment Management | $1,047,017 |
NEWPORT GROUP, INC.5+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $144,703 |
UNITED ADMINISTRATIVE SERVICES5+ years Service code 13 · EIN 94-1749345 | Contract Administrator | $132,449 |
WHITESTAR ADVISORS, LLC5+ years Service code 28 · EIN 03-0496641 902 CLINT MOORE ROAD, SUITE 220 · BOCA RATON, FL 33487 | Investment Management | $103,123 |
KAUFMANN & GOBLE5+ 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 Service code 10 · EIN 45-0250958 | Accounting | $29,175 |
EIDE BAILLY LLP2 years Filed as: VAVRINEK, TRINE, DAY & CO, LLP Service code 10 · EIN 95-2648289 | Accounting | $26,098 |
LOCAL 4675+ years Service code 14 · EIN 94-0775047 1519 ROLLINS RD · BURLINGAME, CA 94010 | Plan Administrator | $18,032 |
Service code 29 · EIN 94-2576729 | Legal | $8,120 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 23.02% | 10.27%+12.7pp | 10.56%+12.5pp | 53.27%-30.3pp |
| Employer contribution / active EE | $29,682 | $12,273+141.9% | $30,199-1.7% | $14,774+100.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |