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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-2647786 P.O. BOX 770001 · CINCINNATI, OH 452770002 | Investment Management | $555,795 |
IBEW STABLE VALUE2+ years Service code 52 · EIN 93-6223188 1555 PEACHTREE PLACE · ATLANTA, GA 303092460 | Indirect Investment Fees | $170,581 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: SSGA - VARIOUS FUNDS Service code 18 · EIN 94-6114525 ONE LINCOLN CENTER · BOSTON, MA 021112900 | Other investment fees and expenses; C... | $135,557 |
BENESYS, INC.2+ years Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 2610 CROW CANYON ROAD STE 200 · SAN RAMON, CA 94583 | Plan Administrator | $101,043 |
RVK, INC.2+ years Filed as: RV KUHNS Service code 27 600 UNIVERSITY AVE., SUITE 1725 · SEATTLE, WA 981014120 | Advisory (Plan) | $64,676 |
Filed as: STEPHEN HORN INSURANCE Service code 22 37 GRAHAM STREET, STE 110 · SAN FRANCISCO, CA 94129 | Insurance Broker | $30,621 |
Filed as: BUCKLEY, PATCHEN, RIEMANN AND HALL Service code 10 · EIN 94-2302150 2890 NORTH MAIN ST STE 200 · WALNUT CREEK, CA 94597 | Accounting | $28,500 |
I.B.E.W. LOCAL 3022+ years Service code 64 · EIN 94-0577315 1875 ARNOLD DR · MARTINEZ, CA 94553 | Recordkeeping Fees | $25,203 |
Filed as: BANK OF AMERICA Service code 15 PO BOX 15284 · WILMINGTON, DE 19850 | Recordkeeping | $22,440 |
NEYHARDT, ANDERSON ET AL2+ years Service code 29 · EIN 94-2576729 44 MONTGOMERY ST · SAN FRANCISCO, CA 94104 | Legal | $15,676 |
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 | $208,731 | $54,392+283.8% | $84,753+146.3% | $63,975+226.3% |
| Participation rate | 91.0% | 76.9%+14.2pp | 76.6%+14.5pp | 71.1%+19.9pp |
| Annual return | 6.80% | 611.38%-604.6pp | 22.78%-16.0pp | 48.65%-41.9pp |
| Employer contribution / active EE | $8,632 | $2,943+193.3% | $3,574+141.5% | $2,182+295.6% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $351 | $136+158.5% | $5,333-93.4% | $70+398.4% |