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| Provider | Service type | Compensation |
|---|---|---|
HSBA2 years Service code 13 4160 DUBLIN BLVD. · DUBLIN, CA 94568 | Contract Administrator | $285,000 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,000 |
HEMMING MORSE1 year Filed as: HEMMING MORSE LLP Service code 10 · EIN 30-0702322 | Accounting | $22,891 |
SALTZMAN & JOHNSON3+ years Filed as: SALTZMAN AND JOHNSON Service code 29 · EIN 94-2376174 | Legal | $17,064 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 22 · EIN 94-1503999 | Insurance Broker | $5,658 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,440 | $59,184-53.6% | $92,240-70.3% | $177,276-84.5% |
| Participation rate | 99.4% | 85.6%+13.8pp | 76.5%+22.9pp | 74.8%+24.6pp |
| Annual return | 14.18% | 15.88%-1.7pp | 176.29%-162.1pp | 21.25%-7.1pp |
| Employer contribution / active EE | $6,331 | $2,985+112.1% | $3,680+72.0% | $2,479+155.4% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $46 | $98-52.9% | $5,194-99.1% | $154-69.9% |