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| Provider | Service type | Compensation |
|---|---|---|
DMC INSURANCE ADMINISTRATORS1+ years Service code 13 · EIN 94-3115552 | Contract Administrator | $24,343 |
KAUFMANN & GOBLE1+ years Service code 15 · EIN 94-2614826 | Recordkeeping | $23,444 |
WEINBERG, ROGER & ROSENFELD1+ years Service code 29 · EIN 94-2458080 | Legal | $12,796 |
ROBERT J REUHL, CPA1+ years Service code 10 · EIN 45-3030961 | Accounting | $9,559 |
STUDIO MECHANICS LOCAL 4761+ years Filed as: STUDIO BLUE DIGITAL Service code 36 7132-A JOHNSON DRIVE · PLEASANTON, CA 94588 | Copying and duplicating | $8,395 |
MATRIX TRUST COMPANY1+ years Filed as: BROADRIDGE MATRIX TRUST COMPANY Service code 25 · EIN 75-3182674 | Directed Trustee | $7,027 |
UNION OFFSET, INC.1+ years Filed as: UNION OFFSET Service code 36 · EIN 94-2954408 | Copying and duplicating | $5,810 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,116 | $44,425-66.0% | $67,834-77.7% | $55,167-72.6% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.8%+31.2pp | 69.0%+31.0pp |
| Annual return | -4.44% | 17.80%-22.2pp | 138.47%-142.9pp | 169.23%-173.7pp |
| Employer contribution / active EE | $3,000 | $1,351+122.0% | $2,403+24.8% | $1,963+52.8% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $290 | $530-45.3% | $4,622-93.7% | $504-42.5% |