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| Provider | Service type | Compensation |
|---|---|---|
WM YEE ACTUARIAL CONSULTING5+ years Service code 11 · EIN 20-4368308 201 FOURTH STREET, SUITE 202 · OAKLAND, CA 94607 | Actuarial | $16,000 |
ANGELO GORDON3 years Filed as: ANGELO GIANNOSA Service code 50 · EIN 81-4286416 301 BANNER COURT · MODESTO, CA 95356 | Direct Payment | $5,312 |
Filed as: PRINCIPAL SECURITIES INC. Service code 50 · EIN 42-0948302 301 BANNER COURT · MODESTO, CA 95356 | Direct Payment | $1,166 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $212,469-100.0% | $477,209-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.0%-43.0pp |
| Annual return | 5.64% | -14.68%+20.3pp | -2.84%+8.5pp | 259.14%-253.5pp |
| Employer contribution / active EE | $0 | $47,728-100.0% | $33,329-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,546-100.0% |