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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $712,116 |
ASSOCIATED THIRD PARTY ADMIN.2+ years Filed as: ASSOCIATED THIRD PARTY ADMIN Service code 13 · EIN 94-3187938 | Contract Administrator | $192,577 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 13-2868611 | Advisory (Plan) | $159,715 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-1645862 | Advisory (Plan) | $90,000 |
SALTZMAN & JOHNSON2+ years Service code 29 · EIN 94-2376174 | Legal | $61,908 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $36,650 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 17 · EIN 26-1370698 | Pension Consulting | $21,462 |
Service code 13 1600 HARBOR BAY PKWY STE 200 · ALAMEDA, CA 94502 | Contract Administrator | $17,765 |
INTELLI-SERVICES2+ years Filed as: INTELLI-SERVICES INC Service code 49 2440 CAMINO RAMON · SAN RAMON, CA 94583 | Other Services | $9,194 |
STEPHEN HORN INSURANCE SERVICES2+ years Service code 22 · EIN 94-3249244 | Insurance Broker | $5,733 |
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 | $11,140 | $51,897-78.5% | $84,753-86.9% | $329,111-96.6% |
| Participation rate | 84.5% | 73.2%+11.3pp | 76.6%+7.9pp | 67.9%+16.6pp |
| Annual return | 6.79% | 11.82%-5.0pp | 22.78%-16.0pp | 16.35%-9.6pp |
| Employer contribution / active EE | $689 | $3,022-77.2% | $3,574-80.7% | $2,303-70.1% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $3,712-100.0% | $3,682-100.0% |
| Admin fee / account holder | $62 | $97-36.2% | $5,333-98.8% | $754-91.8% |