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| Provider | Service type | Compensation |
|---|---|---|
NEW CENTURY PARTNERS9+ years Service code 28 · EIN 68-0189192 | Investment Management | $1,212,595 |
UNITED ADMINISTRATIVE SERVICES9+ years Service code 13 · EIN 94-1749345 | Contract Administrator | $138,975 |
WHITESTAR ADVISORS, LLC9+ years Service code 28 · EIN 03-0496641 | Investment Management | $104,122 |
NWPS2 years Service code 11 · EIN 91-2090931 | Actuarial | $102,000 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $64,333 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $46,000 |
Service code 29 · EIN 94-2576729 | Legal | $30,381 |
UNION DATA SYSTEMS1 year Filed as: UNION DATA SYSTEMS INC Service code 49 4379 WHITEFIELD COURT · SANTA MARIA, CA 93455 | Other Services | $28,622 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $21,903 |
UA LO 4672 years Service code 14 · EIN 94-0775047 | Plan Administrator | $18,032 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $12,837,718 | $4,369,090+193.8% | $473,625+2610.5% | $3,299,877+289.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 24.56% | 7.15%+17.4pp | 20.18%+4.4pp | 37.77%-13.2pp |
| Employer contribution / active EE | $30,160 | $13,270+127.3% | $29,108+3.6% | $15,798+90.9% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $34,314 | $12,034+185.1% | $2,262+1417.2% | $9,287+269.5% |