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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 | Investment Management | $335,014 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: SSGA - VARIOUS FUNDS Service code 18 · EIN 81-4017137 ONE LINCOLN CENTER · BOSTON, MA 021112900 | Investment management fees paid direc... | $173,655 |
IBEW STABLE VALUE8+ years Service code 52 · EIN 93-6223188 1555 PEACHTREE PLACE · ATLANTA, GA 303092460 | Indirect Investment Fees | $115,713 |
RVK, INC.6 years Filed as: RV KUHNS AND ASSOCIATES Service code 27 600 UNIVERSITY AVE., SUITE 1725 · SEATTLE, WA 981014120 | Advisory (Plan) | $80,226 |
Filed as: STEPHEN HORN INSURANCE Service code 22 37 GRAHAM STREET, STE 110 · SAN FRANCISCO, CA 94129 | Insurance Broker | $75,875 |
Service code 10 · EIN 68-0299780 1024 COURT STREET · MARTINEZ, CA 94553 | Accounting | $64,931 |
BUCKLEY PATCHEN6 years Service code 10 · EIN 94-2302150 2890 NORTH MAIN ST STE 200 · WALNUT CREEK, CA 94597 | Accounting | $29,500 |
Filed as: NEYHART, ANDERSON ET AL Service code 29 · EIN 94-2576729 369 PINE STREET, SUITE 800 · SAN FRANCISCO, CA 94104 | Legal | $12,504 |
TRUST BENEFIT TECHNOLOGIES4 years Service code 99 · EIN 26-1915362 2011 E. FINANCIAL WAY, SUITE 220 · GLENDORA, CA 91741 | Other Fees | $9,862 |
MORELLO ACCOUNTING GROUP4 years Service code 10 · EIN 46-4425699 1250-I NEWELL AVENUE, SUITE 131 · WALNUT CREEK, CA 94596 | Accounting | $6,000 |
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 | $263,593 | $76,774+243.3% | $112,270+134.8% | $77,906+238.3% |
| Participation rate | 92.9% | 80.2%+12.7pp | 75.1%+17.8pp | 73.7%+19.2pp |
| Annual return | -13.69% | -10.25%-3.4pp | 27.49%-41.2pp | 12.16%-25.8pp |
| Employer contribution / active EE | $12,050 | $3,977+203.0% | $3,635+231.5% | $2,846+323.4% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $336 | $239+40.5% | $6,411-94.8% | $133+153.2% |