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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 | Investment Management | $312,281 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: SSGA - VARIOUS FUNDS Service code 18 · EIN 94-6114525 ONE LINCOLN CENTER · BOSTON, MA 021112900 | Custodial (securities); Investment ma... | $241,978 |
IBEW STABLE VALUE3+ years Service code 52 · EIN 93-6223188 1555 PEACHTREE PLACE · ATLANTA, GA 303092460 | Indirect Investment Fees | $154,827 |
BENESYS, INC.3+ years Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 7180 KOLL CENTER PARKWAY · PLEASANTON, CA 94566 | Plan Administrator | $102,306 |
RVK, INC.1 year Filed as: RV KUHNS AND ASSOCIATES Service code 27 600 UNIVERSITY AVE., SUITE 1725 · SEATTLE, WA 981014120 | Advisory (Plan) | $66,132 |
Filed as: STEPHEN HORN INSURANCE Service code 22 37 GRAHAM STREET, STE 110 · SAN FRANCISCO, CA 94129 | Insurance Broker | $32,909 |
BUCKLEY PATCHEN1 year Service code 10 · EIN 94-2302150 2890 NORTH MAIN ST STE 200 · WALNUT CREEK, CA 94597 | Accounting | $28,800 |
NEYHARDT, ANDERSON ET AL3+ years Service code 29 · EIN 94-2576729 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Legal | $22,811 |
I.B.E.W. LOCAL 3023+ years Service code 16 · EIN 94-0577315 1875 ARNOLD DRIVE · MARTINEZ, CA 94553 | Consulting | $22,128 |
PIMCO FUNDS3+ years Filed as: PIMCO - PRRIX Service code 28 · EIN 06-1500307 P.O. BOX 55060 · BOSTON, MA 022055060 | Investment Management | $1,868 |
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 | $235,115 | $221,442+6.2% | $92,240+154.9% | $77,958+201.6% |
| Participation rate | 89.7% | 79.6%+10.1pp | 76.5%+13.2pp | 71.6%+18.0pp |
| Annual return | 13.75% | 15.65%-1.9pp | 176.29%-162.5pp | 20.87%-7.1pp |
| Employer contribution / active EE | $9,084 | $3,226+181.6% | $3,680+146.9% | $2,310+293.2% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $352 | $210+68.0% | $5,194-93.2% | $97+261.7% |