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| Provider | Service type | Compensation |
|---|---|---|
SEYFARTH SHAW LLP7+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $292,392 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Service code 11 · EIN 26-1370698 | Actuarial | $243,926 |
ASB CAPITAL MANAGEMENT5 years Service code 28 · EIN 80-0618452 | Investment Management | $107,870 |
PACIFIC SOUTHWEST ADMINISTRATORS7+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $99,557 |
MEKETA INVESTMENT GROUP7+ years Service code 17 · EIN 04-2659023 | Pension Consulting | $53,750 |
Filed as: AMERIPRISE TRUST COMPANY Service code 56 · EIN 41-6219335 | Other investment fees and expenses; F... | $37,615 |
HENNINGFIELD & ASSOCIATES, INC.7+ years Filed as: HENNINGFIELD AND ASSOCIATES, INC. Service code 10 · EIN 54-2189926 | Accounting | $21,015 |
ULLICO7+ years Filed as: UNION BANK Service code 49 · EIN 94-0304228 | Other Services | $11,266 |
LEVY PHILLIPS6 years Service code 29 · EIN 47-3697177 | Legal | $9,529 |
US BANK7+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $9,398 |
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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 | $1,472,696-100.0% | $202,277-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 30.0%-30.0pp | 0.7%-0.7pp |
| Annual return | 12.79% | 13.24%-0.4pp | 8.88%+3.9pp | 13.24%-0.4pp |
| Employer contribution / active EE | $26,821 | $14,616+83.5% | $42,607-37.1% | $14,616+83.5% |
| Participant deferral / active EE | $0 | $830-100.0% | $94-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $2,086-100.0% | $4,137-100.0% |