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| Provider | Service type | Compensation |
|---|---|---|
CURCIO WEBB2 years Service code 11 · EIN 36-4171366 610 16TH STREET, SUITE 205 · OAKLAND, CA 94612 | Actuarial | $38,841 |
WEAVER AND TIDWELL, LLP3 years Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $20,092 |
STATE STREET GLOBAL ADVISORS8+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $7,581 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $187,247-100.0% | $164,721-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 44.4%-44.4pp |
| Annual return | -14.34% | -5.84%-8.5pp | -5.85%-8.5pp | -14.65%+0.3pp |
| Employer contribution / active EE | $0 | $39,394-100.0% | $31,839-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,070-100.0% | $1,000-100.0% | $14,582-100.0% |