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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC9+ years Service code 11 · EIN 26-1370698 | Actuarial | $323,003 |
SEYFARTH SHAW LLP9+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $188,049 |
PACIFIC SOUTHWEST ADMINISTRATORS9+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $110,467 |
ASB CAPITAL MANAGEMENT7 years Service code 28 · EIN 80-0618452 | Investment Management | $103,197 |
STATE STREET GLOBAL ADVISORS9+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $93,025 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 90-0622302 | Investment Management | $76,970 |
MEKETA INVESTMENT GROUP9+ years Service code 17 · EIN 04-2659023 | Pension Consulting | $60,000 |
HENNINGFIELD & ASSOCIATES, INC.9+ years Filed as: HENNINGFIELD AND ASSOCIATES, INC. Service code 10 · EIN 54-2189926 | Accounting | $47,737 |
Filed as: AMERIPRISE TRUST COMPANY Service code 56 · EIN 41-6219335 | Non-monetary compensation; Other inve... | $34,564 |
PAUL HASTINGS LLP1 year Service code 29 · EIN 95-2209675 | Legal | $27,452 |
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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 | $3,299,877-100.0% | $337,745-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 44.1%-44.1pp | 2.3%-2.3pp |
| Annual return | 14.70% | 37.77%-23.1pp | 9.57%+5.1pp | 37.77%-23.1pp |
| Employer contribution / active EE | $31,171 | $15,798+97.3% | $39,814-21.7% | $15,798+97.3% |
| Participant deferral / active EE | $0 | $732-100.0% | $46-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $352,588-100.0% | $9,287-100.0% |