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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE4+ years Service code 11 · EIN 94-2614826 160 WEST SANTA CLARA ST STE 1550 · SAN JOSE, CA 95113 | Actuarial | $211,761 |
MATRIX TRUST COMPANY4+ years Service code 28 · EIN 75-3182674 | Investment Management | $64,322 |
Service code 13 1600 HARBOR BAY PARKWAY, SUITE 200 · ALAMEDA, CA 94502 | Contract Administrator | $45,706 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $36,450 |
MAMMINI COMPANY INC.1 year Filed as: MAMMINI COMPANY Service code 27 · EIN 47-0879697 | Advisory (Plan) | $29,409 |
EIDE BAILLY LLP1 year Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $20,883 |
Filed as: PIPE TRADE DC #36 PENSION TRUST Service code 14 · EIN 94-6082956 | Plan Administrator | $12,021 |
MOSS LAW FIRM4+ years Filed as: THE MOSS LAW FIRM Service code 29 · EIN 46-5416498 | Legal | $6,732 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,720 | $60,396-40.9% | $83,831-57.4% | $75,289-52.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -5.99% | 3.84%-9.8pp | 850.99%-857.0pp | -0.04%-5.9pp |
| Employer contribution / active EE | $5,198 | $3,343+55.5% | $3,631+43.2% | $2,405+116.1% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $190 | $141+34.4% | $5,479-96.5% | $102+85.5% |