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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 200 N. SEPULVEDA BLVD SUITE 1300 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $101,016 |
CONRAD SIEGEL5 years Service code 14 · EIN 23-1669823 | Plan Administrator | $23,431 |
Filed as: KRONICK, KALADA, BERDY Service code 10 · EIN 23-2667890 | Accounting | $13,030 |
BLACKROCK1 year Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA MANGMT INVESTMENT ADVISORS Service code 28 P.O. BOX 8081 · BOSTON, MA 022668081 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA MGMT INVESTMENT ADVISERS L Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: DUNHAM & ASSOCIATES INVMT COUNSEL I Service code 28 | Investment Management | $0 |
Service code 28 10251 VISTA SORRENTO PARKWAY · SAN DIEGO, CA 92121 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,845 | $64,176-19.2% | $112,263-53.8% | $66,949-22.6% |
| Participation rate | 92.0% | 68.4%+23.5pp | 75.1%+16.9pp | 69.8%+22.1pp |
| Annual return | -12.76% | -13.80%+1.0pp | 27.49%-40.2pp | 1.57%-14.3pp |
| Employer contribution / active EE | $5,266 | $3,007+75.1% | $3,636+44.8% | $2,545+106.9% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $528 | $626-15.7% | $6,410-91.8% | $594-11.1% |