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| Provider | Service type | Compensation |
|---|---|---|
WM YEE ACTUARIAL CONSULTING3+ years Service code 11 · EIN 20-4368308 201 FOURTH STREET, SUITE 202 · OAKLAND, CA 94607 | Actuarial | $18,500 |
ANGELO GORDON1 year Filed as: ANGELO GIANNOSA Service code 71 · EIN 42-0948302 301 BANNER COURT · MODESTO, CA 95356 | Brokerage Fees | $0 |
THE SEGAL COMPANY1 year Filed as: JOEL BALAM Service code 71 · EIN 42-0948302 301 BANNER COURT · MODESTO, CA 95356 | Brokerage Fees | $0 |
Filed as: PRINCIPAL SECURITIES, INC. Service code 33 · EIN 42-0948302 301 BANNER COURT · MODESTO, CA 95356 | Securities brokerage; Securities brok... | $0 |
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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 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | 0.49% | -5.34%+5.8pp | 12.68%-12.2pp | -82.66%+83.2pp |
| Employer contribution / active EE | $0 | $31,322-100.0% | $22,860-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |