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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE1+ years Filed as: KAUFMANN AND GOBLE Service code 14 · EIN 94-2614826 | Plan Administrator | $233,238 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $81,062 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY/SMITH BARNEY Service code 27 1999 HARRISON STREET, SUITE 2200 · OAKLAND, CA 94612 | Advisory (Plan) | $78,607 |
MATRIX TRUST COMPANY1+ years Service code 21 · EIN 73-3182674 | Bank Trustee | $53,352 |
Filed as: DST RETIREMENT SOLUTIONS LLC Service code 49 · EIN 26-3216393 | Other Services | $25,144 |
WEINBERG, ROGER & ROSENFELD1+ years Service code 29 · EIN 94-2458080 | Legal | $16,320 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,952 | $168,231-84.6% | $67,834-61.7% | $63,975-59.4% |
| Participation rate | 96.5% | 66.8%+29.7pp | 68.8%+27.7pp | 71.1%+25.4pp |
| Annual return | 8.68% | 11.76%-3.1pp | 138.47%-129.8pp | 48.65%-40.0pp |
| Employer contribution / active EE | $1,083 | $1,907-43.2% | $2,403-55.0% | $2,182-50.4% |
| Participant deferral / active EE | $1,153 | $2,827-59.2% | $3,160-63.5% | $3,356-65.7% |
| Admin fee / account holder | $130 | $81+62.0% | $4,622-97.2% | $70+85.2% |