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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS9+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $170,032 |
CURCIO WEBB3 years Service code 11 · EIN 36-4171366 610 16TH STREET, SUITE 205 · OAKLAND, CA 94612 | Actuarial | $51,756 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,803-100.0% | $473,625-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 37.3%-37.3pp | 55.8%-55.8pp |
| Annual return | 10.45% | 17.22%-6.8pp | 20.18%-9.7pp | 24.44%-14.0pp |
| Employer contribution / active EE | $126,799 | $35,410+258.1% | $29,108+335.6% | $41,356+206.6% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,013-100.0% |