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| Provider | Service type | Compensation |
|---|---|---|
OGLETREE DEAKINS4+ years Filed as: OGLETREE,DEAKINS,NASH,SMOAK,STEWART Service code 29 · EIN 57-1044820 191 PEACHTREE STREET, NE · ATLANTA, GA 30303 | Legal | $36,165 |
WM YEE ACTUARIAL CONSULTING4+ years Service code 11 · EIN 20-4368308 201 FOURTH STREET, SUITE 202 · OAKLAND, CA 94607 | Actuarial | $22,350 |
ANGELO GORDON2 years Filed as: ANGELO GIANNOSA Service code 50 · EIN 42-0948302 301 BANNER COURT · MODESTO, CA 95356 | Direct Payment | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.4%-47.4pp |
| Annual return | 0.72% | 4.63%-3.9pp | 29.77%-29.0pp | 12.16%-11.4pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |