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| Provider | Service type | Compensation |
|---|---|---|
SEYFARTH SHAW LLP3+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $288,126 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 17 · EIN 26-1370698 | Pension Consulting | $272,274 |
STATE STREET GLOBAL ADVISORS3+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $86,099 |
PACIFIC SOUTHWEST ADMINISTRATORS3+ years Service code 14 · EIN 94-3187938 | Plan Administrator | $79,200 |
MEKETA INVESTMENT GROUP3+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $45,105 |
ASB CAPITAL MANAGEMENT1 year Service code 28 · EIN 80-0618452 | Investment Management | $40,678 |
LEVY PHILLIPS2 years Service code 29 · EIN 47-3697177 | Legal | $18,873 |
HENNINGFIELD & ASSOCIATES, INC.3+ years Filed as: HENNINGFIELD AND ASSOCIATES, INC. Service code 10 · EIN 54-2189926 | Accounting | $17,769 |
T R PAUL INC.3+ years Filed as: PAUL, HASTINGS, JANOFSKY ET AL Service code 29 · EIN 95-2209675 | Legal | $16,586 |
ULLICO3+ years Filed as: UNION BANK Service code 18 · EIN 94-0304228 | Custodial (other than securities) | $9,102 |
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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 | $1,723,788-100.0% | $186,737-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 31.3%-31.3pp | 1.9%-1.9pp |
| Annual return | 12.98% | 23.90%-10.9pp | 7.90%+5.1pp | 23.90%-10.9pp |
| Employer contribution / active EE | $21,485 | $16,539+29.9% | $41,695-48.5% | $16,539+29.9% |
| Participant deferral / active EE | $0 | $350-100.0% | $47-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $811-100.0% | $18,975-100.0% |