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| Provider | Service type | Compensation |
|---|---|---|
WM YEE ACTUARIAL CONSULTING1+ years Service code 11 · EIN 20-4368308 201 FOURTH STREET · OAKLAND, CA 94607 | Actuarial | $25,500 |
OGLETREE DEAKINS1+ years Filed as: OGLETREE,DEAKINS,NASH,SMOAK,STEWART Service code 29 · EIN 57-1044820 191 PEACHTREE STREET, NE · ATLANTA, GA 30303 | Legal | $21,872 |
THE SEGAL COMPANY1+ years Filed as: JOEL K. BALAM Service code 12 301 BANNER COURT, SUITE 1 · MODESTO, CA 95356 | Claims processing; Securities brokera... | $0 |
Filed as: PRINCOR Service code 71 · EIN 13-3718556 711 HIGH STREET · DES MOINES, IA 50392 | Brokerage Fees | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | -7.09% | 0.80%-7.9pp | 5.44%-12.5pp | 4.16%-11.2pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |