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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE2+ years Service code 11 · EIN 94-2614826 160 WEST SANTA CLARA ST STE 1550 · SAN JOSE, CA 95113 | Actuarial | $171,955 |
BENESYS, INC.2+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 7180 KOLL CENTER PARKWAY · PLEASANTON, CA 94566 | Contract Administrator | $57,163 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $48,600 |
MATRIX TRUST COMPANY2+ years Service code 28 · EIN 75-3182674 | Investment Management | $46,273 |
HEMMING MORSE2+ years Service code 10 · EIN 30-0702322 | Accounting | $17,546 |
Filed as: PIPE TRADE DC 36 PENSION TRUST Service code 14 · EIN 94-6082956 | Plan Administrator | $16,016 |
MOSS LAW FIRM2+ years Filed as: THE MOSS LAW FIRM Service code 29 201 SPEAR STREET, SUITE 1100 · SAN FRANCISCO, CA 94105 | Legal | $15,928 |
HENRY CHIU, ESQ.1 year Filed as: TUCKER, CHIU, HEBESHA & WARD Service code 29 642 POLLASKY AVE · CLOVIS, CA 93612 | Legal | $8,493 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,047 | $54,392-31.9% | $84,753-56.3% | $63,975-42.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 6.56% | 611.38%-604.8pp | 22.78%-16.2pp | 48.65%-42.1pp |
| Employer contribution / active EE | $4,330 | $2,943+47.1% | $3,574+21.1% | $2,182+98.5% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $195 | $136+43.7% | $5,333-96.3% | $70+177.2% |