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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-2647786 P.O. BOX 770001 · CINCINNATI, OH 452770002 | Investment Management | $637,946 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: SSGA - VARIOUS FUNDS Service code 18 · EIN 94-6114525 ONE LINCOLN CENTER · BOSTON, MA 021112900 | Custodial (securities); Custodial (ot... | $111,896 |
BENESYS, INC.1+ years Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 2610 CROW CANYON ROAD STE 200 · SAN RAMON, CA 94583 | Plan Administrator | $99,796 |
RVK, INC.1+ years Filed as: RV KUHNS Service code 27 600 UNIVERSITY AVE., SUITE 1725 · SEATTLE, WA 981014120 | Advisory (Plan) | $62,335 |
Filed as: BUCKLEY, PATCHEN, RIEMANN AND HALL Service code 10 · EIN 94-2302150 2890 NORTH MAIN ST STE 200 · WALNUT CREEK, CA 94597 | Accounting | $30,700 |
I.B.E.W. LOCAL 3021+ years Service code 64 · EIN 94-0577315 1875 ARNOLD DR · MARTINEZ, CA 94553 | Recordkeeping Fees | $15,122 |
NEYHARDT, ANDERSON ET AL1+ years Service code 29 · EIN 94-2576729 44 MONTGOMERY ST · SAN FRANCISCO, CA 94104 | Legal | $10,462 |
IBEW STABLE VALUE1+ years Service code 52 · EIN 93-6223188 1555 PEACHTREE PLACE · ATLANTA, GA 303092460 | Indirect Investment Fees | $0 |
PIMCO FUNDS1+ years Filed as: PIMCO - PRRIX Service code 28 · EIN 06-1500307 P.O. BOX 55060 · BOSTON, MA 022055060 | Investment Management | $0 |
SPTN TOT MKT IDX INV1+ years Service code 52 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,457 | $55,516+250.3% | $75,784+156.6% | $59,188+228.5% |
| Participation rate | 92.1% | 73.6%+18.5pp | 75.8%+16.3pp | 69.4%+22.7pp |
| Annual return | -0.29% | -1.89%+1.6pp | 9.68%-10.0pp | 5.51%-5.8pp |
| Employer contribution / active EE | $8,948 | $2,604+243.7% | $3,323+169.2% | $2,098+326.5% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $371 | $110+237.0% | $5,300-93.0% | $92+302.0% |