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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 | Investment Management | $326,220 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: SSGA - VARIOUS FUNDS Service code 18 · EIN 94-6114525 ONE LINCOLN CENTER · BOSTON, MA 021112900 | Investment management; Investment man... | $265,715 |
BENESYS, INC.4+ years Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 7180 KOLL CENTER PARKWAY · PLEASANTON, CA 94566 | Plan Administrator | $114,165 |
RVK, INC.2 years Filed as: RV KUHNS AND ASSOCIATES Service code 27 600 UNIVERSITY AVE., SUITE 1725 · SEATTLE, WA 981014120 | Advisory (Plan) | $68,165 |
IBEW STABLE VALUE4+ years Service code 52 · EIN 93-6223188 1555 PEACHTREE PLACE · ATLANTA, GA 303092460 | Indirect Investment Fees | $67,991 |
BUCKLEY PATCHEN2 years Service code 10 · EIN 94-2302150 2890 NORTH MAIN ST STE 200 · WALNUT CREEK, CA 94597 | Accounting | $36,000 |
Filed as: STEPHEN HORN INSURANCE Service code 22 37 GRAHAM STREET, STE 110 · SAN FRANCISCO, CA 94129 | Insurance Broker | $32,936 |
I.B.E.W. LOCAL 3024+ years Service code 16 · EIN 94-0577315 1875 ARNOLD DRIVE · MARTINEZ, CA 94553 | Consulting | $20,163 |
NEYHARDT, ANDERSON ET AL4+ years Service code 29 · EIN 94-2576729 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Legal | $13,217 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD - VBTLX, VAIPX, VTSNX Service code 28 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Investment Management | $6,548 |
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 | $213,425 | $60,396+253.4% | $83,831+154.6% | $75,289+183.5% |
| Participation rate | 89.6% | 80.7%+8.9pp | 76.1%+13.5pp | 72.4%+17.2pp |
| Annual return | -4.32% | 3.84%-8.2pp | 850.99%-855.3pp | -0.04%-4.3pp |
| Employer contribution / active EE | $9,951 | $3,343+197.7% | $3,631+174.1% | $2,405+313.8% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $369 | $141+161.2% | $5,479-93.3% | $102+260.6% |