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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 | Investment Management | $307,694 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: SSGA - VARIOUS FUNDS Service code 18 · EIN 81-4017137 ONE LINCOLN CENTER · BOSTON, MA 021112900 | Custodial (securities); Investment ma... | $302,929 |
Service code 10 · EIN 68-0299780 1024 COURT STREET · MARTINEZ, CA 94553 | Accounting | $81,564 |
RVK, INC.3 years Filed as: RV KUHNS AND ASSOCIATES Service code 27 600 UNIVERSITY AVE., SUITE 1725 · SEATTLE, WA 981014120 | Advisory (Plan) | $70,674 |
IBEW STABLE VALUE5+ years Service code 52 · EIN 93-6223188 1555 PEACHTREE PLACE · ATLANTA, GA 303092460 | Indirect Investment Fees | $59,158 |
Filed as: STEPHEN HORN INSURANCE Service code 22 37 GRAHAM STREET, STE 110 · SAN FRANCISCO, CA 94129 | Insurance Broker | $36,293 |
BUCKLEY PATCHEN3 years Service code 10 · EIN 94-2302150 2890 NORTH MAIN ST STE 200 · WALNUT CREEK, CA 94597 | Accounting | $26,450 |
Service code 99 · EIN 26-1915362 2011 E. FINANCIAL WAY, SUITE 220 · GLENDORA, CA 91741 | Other Fees | $24,010 |
MORELLO ACCOUNTING GROUP1 year Service code 10 · EIN 46-4425699 1250-I NEWELL AVENUE, SUITE 131 · WALNUT CREEK, CA 94596 | Accounting | $19,853 |
NEYHARDT, ANDERSON ET AL5+ years Service code 29 · EIN 94-2576729 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Legal | $13,385 |
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 | $242,931 | $66,051+267.8% | $92,916+161.5% | $77,775+212.4% |
| Participation rate | 89.8% | 81.0%+8.8pp | 76.0%+13.8pp | 73.2%+16.6pp |
| Annual return | 17.97% | 20.69%-2.7pp | 109.45%-91.5pp | 32.58%-14.6pp |
| Employer contribution / active EE | $11,047 | $3,426+222.5% | $3,654+202.4% | $2,504+341.2% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $361 | $148+144.4% | $5,796-93.8% | $100+261.0% |