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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC5+ years Service code 11 · EIN 26-1370698 | Actuarial | $233,904 |
SEYFARTH SHAW LLP5+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $160,055 |
STATE STREET GLOBAL ADVISORS5+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $106,197 |
PACIFIC SOUTHWEST ADMINISTRATORS5+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $90,595 |
ASB CAPITAL MANAGEMENT3 years Service code 28 · EIN 80-0618452 | Investment Management | $76,039 |
MEKETA INVESTMENT GROUP5+ years Service code 17 · EIN 04-2659023 | Pension Consulting | $45,152 |
Filed as: AMERIPRISE TRUST COMPANY Service code 56 · EIN 41-6219335 | Non-monetary compensation; Float reve... | $40,251 |
HENNINGFIELD & ASSOCIATES, INC.5+ years Filed as: HENNINGFIELD AND ASSOCIATES, INC. Service code 10 · EIN 54-2189926 | Accounting | $29,544 |
LEVY PHILLIPS4 years Service code 29 · EIN 47-3697177 | Legal | $11,542 |
ULLICO5+ years Filed as: UNION BANK Service code 49 · EIN 94-0304228 | Other Services | $10,673 |
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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 | $3,370,408-100.0% | $192,455-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 27.6%-27.6pp | 1.2%-1.2pp |
| Annual return | 15.91% | 53.27%-37.4pp | 50.81%-34.9pp | 53.27%-37.4pp |
| Employer contribution / active EE | $23,755 | $14,774+60.8% | $42,739-44.4% | $14,774+60.8% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $90-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $2,268-100.0% | $13,289-100.0% |