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| Provider | Service type | Compensation |
|---|---|---|
NEW CENTURY PARTNERS6+ years Service code 28 · EIN 68-0189192 2838 UNION STREET · SAN FRANCISCO, CA 94123 | Investment Management | $1,102,307 |
NEWPORT GROUP, INC.6+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $160,208 |
Service code 29 999 PEACHTREE ST SUITE 2300 · ATLANTA, GA 30309 | Legal | $159,117 |
UNITED ADMINISTRATIVE SERVICES6+ years Service code 13 · EIN 94-1749345 | Contract Administrator | $132,030 |
WHITESTAR ADVISORS, LLC6+ years Service code 28 · EIN 03-0496641 902 CLINT MOORE ROAD, SUITE 220 · BOCA RATON, FL 33487 | Investment Management | $101,000 |
KAUFMANN & GOBLE6+ years Service code 11 · EIN 94-2614826 160 WEST SANTA CLARA ST SUITE 1550 · SAN JOSE, CA 95113 | Actuarial | $99,000 |
J.P. BURKE1 year Filed as: BURKE, WILLIAMS & SORENSON Service code 29 444 SOUTH FLOWER ST SUITE 2400 · LOS ANGELES, CA 90071 | Legal | $83,222 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $34,050 |
LOCAL 4676+ years Service code 14 · EIN 94-0775047 1519 ROLLINS RD · BURLINGAME, CA 94010 | Plan Administrator | $18,032 |
Service code 29 · EIN 94-2576729 | Legal | $10,721 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 29.37% | 6.41%+23.0pp | 8.01%+21.4pp | 11.45%+17.9pp |
| Employer contribution / active EE | $28,182 | $11,592+143.1% | $29,476-4.4% | $17,219+63.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |