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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE1+ years Service code 11 · EIN 94-2614826 160 WEST SANTA CLARA ST STE 1550 · SAN JOSE, CA 95113 | Actuarial | $175,310 |
BENESYS, INC.1+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 7180 KOLL CENTER PARKWAY · PLEASANTON, CA 94566 | Contract Administrator | $52,612 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $48,600 |
MATRIX TRUST COMPANY1+ years Service code 28 · EIN 75-3182674 | Investment Management | $45,456 |
MOSS LAW FIRM1+ years Filed as: THE MOSS LAW FIRM Service code 29 201 SPEAR STREET, SUITE 1100 · SAN FRANCISCO, CA 94105 | Legal | $24,497 |
HEMMING MORSE1+ years Service code 10 · EIN 30-0702322 | Accounting | $20,397 |
Filed as: PIPE TRADE DC 36 PENSION TRUST Service code 14 · EIN 94-6082956 | Plan Administrator | $14,342 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,516-100.0% | $75,784-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.8%-75.8pp | 69.4%-69.4pp |
| Annual return | -0.82% | -1.89%+1.1pp | 9.68%-10.5pp | 5.51%-6.3pp |
| Employer contribution / active EE | $3,753 | $2,604+44.1% | $3,323+12.9% | $2,098+78.9% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $5,300-100.0% | $92-100.0% |