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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-2647786 P.O. BOX 770001 · CINCINNATI, OH 452770002 | Investment Management | $331,331 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: SSGA - VARIOUS FUNDS Service code 18 · EIN 81-4017137 ONE LINCOLN CENTER · BOSTON, MA 021112900 | Custodial (other than securities); In... | $156,984 |
Service code 10 · EIN 68-0299780 1024 COURT STREET · MARTINEZ, CA 94553 | Accounting | $124,993 |
IBEW STABLE VALUE9+ years Service code 52 · EIN 93-6223188 1555 PEACHTREE PLACE · ATLANTA, GA 303092460 | Indirect Investment Fees | $110,978 |
RVK, INC.7 years Filed as: RV KUHNS AND ASSOCIATES Service code 27 600 UNIVERSITY AVE., SUITE 1725 · SEATTLE, WA 981014120 | Advisory (Plan) | $84,136 |
Filed as: STEPHEN HORN INSURANCE Service code 22 37 GRAHAM STREET, STE 110 · SAN FRANCISCO, CA 94129 | Insurance Broker | $83,758 |
SOLYXSYS1 year Service code 15 5600 NEW KING DRIVE · TROY, MI 48098 | Recordkeeping | $34,301 |
LANTAN AND ASSOCIATES1 year Service code 10 · EIN 92-3971331 700 YGNACIO VALLEY RD 330 · WALNUT CREEK, CA 94596 | Accounting | $33,000 |
Filed as: NEYHART, ANDERSON ET AL Service code 29 · EIN 94-2576729 369 PINE STREET, SUITE 800 · SAN FRANCISCO, CA 94104 | Legal | $14,728 |
AABCO PRINTING1 year Service code 36 1300 GALAXY WAY 20 · CONCORD, CA 94520 | Copying and duplicating | $8,608 |
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 | $302,032 | $88,479+241.4% | $96,543+212.8% | $80,187+276.7% |
| Participation rate | 88.6% | 79.9%+8.7pp | 74.3%+14.3pp | 72.9%+15.7pp |
| Annual return | 14.80% | 22.53%-7.7pp | 35.75%-20.9pp | 40.40%-25.6pp |
| Employer contribution / active EE | $13,580 | $4,177+225.1% | $3,741+263.0% | $2,980+355.7% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $488 | $211+130.6% | $6,737-92.8% | $145+236.2% |