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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 | Investment Management | $354,646 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: SSGA - VARIOUS FUNDS Service code 18 · EIN 81-4017137 ONE LINCOLN CENTER · BOSTON, MA 021112900 | Investment management; Non-monetary c... | $179,826 |
IBEW STABLE VALUE7+ years Service code 52 · EIN 93-6223188 1555 PEACHTREE PLACE · ATLANTA, GA 303092460 | Indirect Investment Fees | $114,050 |
Service code 10 · EIN 68-0299780 1024 COURT STREET · MARTINEZ, CA 94553 | Accounting | $83,611 |
RVK, INC.5 years Filed as: RV KUHNS AND ASSOCIATES Service code 27 600 UNIVERSITY AVE., SUITE 1725 · SEATTLE, WA 981014120 | Advisory (Plan) | $74,956 |
Filed as: STEPHEN HORN INSURANCE Service code 22 37 GRAHAM STREET, STE 110 · SAN FRANCISCO, CA 94129 | Insurance Broker | $55,973 |
MORELLO ACCOUNTING GROUP3 years Service code 10 · EIN 46-4425699 1250-I NEWELL AVENUE, SUITE 131 · WALNUT CREEK, CA 94596 | Accounting | $31,906 |
BUCKLEY PATCHEN5 years Service code 10 · EIN 94-2302150 2890 NORTH MAIN ST STE 200 · WALNUT CREEK, CA 94597 | Accounting | $29,500 |
TRUST BENEFIT TECHNOLOGIES3 years Service code 99 · EIN 26-1915362 2011 E. FINANCIAL WAY, SUITE 220 · GLENDORA, CA 91741 | Other Fees | $15,535 |
NEYHARDT, ANDERSON ET AL7+ years Service code 29 · EIN 94-2576729 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Legal | $11,214 |
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 | $310,301 | $88,770+249.6% | $109,191+184.2% | $93,010+233.6% |
| Participation rate | 88.5% | 81.5%+7.0pp | 75.9%+12.6pp | 73.9%+14.6pp |
| Annual return | 12.54% | 60.64%-48.1pp | 25.76%-13.2pp | 158.70%-146.2pp |
| Employer contribution / active EE | $10,667 | $3,780+182.2% | $3,723+186.5% | $2,705+294.3% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $399 | $172+131.8% | $6,756-94.1% | $152+163.3% |