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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC6+ years Service code 11 · EIN 26-1370698 | Actuarial | $249,456 |
SEYFARTH SHAW LLP6+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $235,632 |
PACIFIC SOUTHWEST ADMINISTRATORS6+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $94,051 |
ASB CAPITAL MANAGEMENT4 years Service code 28 · EIN 80-0618452 | Investment Management | $77,758 |
STATE STREET GLOBAL ADVISORS6+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $60,421 |
MEKETA INVESTMENT GROUP6+ years Service code 17 · EIN 04-2659023 | Pension Consulting | $45,000 |
Filed as: AMERIPRISE TRUST COMPANY Service code 56 · EIN 41-6219335 | Soft dollars commissions; Non-monetar... | $39,995 |
HENNINGFIELD & ASSOCIATES, INC.6+ years Filed as: HENNINGFIELD AND ASSOCIATES, INC. Service code 10 · EIN 54-2189926 | Accounting | $33,820 |
T R PAUL INC.6+ years Filed as: PAUL, HASTINGS, JANOFSKY ET AL Service code 29 · EIN 95-2209675 | Legal | $14,683 |
LEVY PHILLIPS5 years Service code 29 · EIN 47-3697177 | Legal | $12,950 |
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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 | $2,822,362-100.0% | $229,060-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 27.3%-27.3pp | 0.6%-0.6pp |
| Annual return | 11.27% | 11.45%-0.2pp | 7.48%+3.8pp | 11.45%-0.2pp |
| Employer contribution / active EE | $24,950 | $17,219+44.9% | $39,603-37.0% | $17,219+44.9% |
| Participant deferral / active EE | $0 | $357-100.0% | $172-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $1,197-100.0% | $15,480-100.0% |