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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS6+ years Filed as: SSGA - VARIOUS FUNDS Service code 18 · EIN 81-4017137 ONE LINCOLN CENTER · BOSTON, MA 021112900 | Non-monetary compensation; Investment... | $505,064 |
Service code 28 | Investment Management | $329,813 |
IBEW STABLE VALUE6+ years Service code 52 · EIN 93-6223188 1555 PEACHTREE PLACE · ATLANTA, GA 303092460 | Indirect Investment Fees | $106,934 |
Service code 10 · EIN 68-0299780 1024 COURT STREET · MARTINEZ, CA 94553 | Accounting | $80,822 |
RVK, INC.4 years Filed as: RV KUHNS AND ASSOCIATES Service code 27 600 UNIVERSITY AVE., SUITE 1725 · SEATTLE, WA 981014120 | Advisory (Plan) | $72,794 |
Filed as: STEPHEN HORN INSURANCE Service code 22 37 GRAHAM STREET, STE 110 · SAN FRANCISCO, CA 94129 | Insurance Broker | $48,920 |
BUCKLEY PATCHEN4 years Service code 10 · EIN 94-2302150 2890 NORTH MAIN ST STE 200 · WALNUT CREEK, CA 94597 | Accounting | $29,300 |
NEYHARDT, ANDERSON ET AL6+ years Service code 29 · EIN 94-2576729 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Legal | $22,066 |
MORELLO ACCOUNTING GROUP2 years Service code 10 · EIN 46-4425699 1250-I NEWELL AVENUE, SUITE 131 · WALNUT CREEK, CA 94596 | Accounting | $16,276 |
TRUST BENEFIT TECHNOLOGIES2 years Service code 99 · EIN 26-1915362 2011 E. FINANCIAL WAY, SUITE 220 · GLENDORA, CA 91741 | Other Fees | $7,583 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,004 | $81,719+234.1% | $101,275+169.6% | $90,274+202.4% |
| Participation rate | 89.4% | 80.7%+8.7pp | 75.8%+13.6pp | 73.4%+16.0pp |
| Annual return | 12.98% | 337.64%-324.7pp | 46.46%-33.5pp | 53.97%-41.0pp |
| Employer contribution / active EE | $9,971 | $3,622+175.3% | $3,660+172.4% | $2,523+295.1% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $334 | $162+106.2% | $5,948-94.4% | $114+192.7% |