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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS10+ years Service code 12 · EIN 46-4942970 | Contract Administrator; Claims proces... | $96,322 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 | Actuarial | $64,982 |
RBC WEALTH MANAGEMENT3 years Service code 28 · EIN 41-1416330 | Investment Management | $29,359 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $28,300 |
Filed as: WOHLNER KAPLON CUTLER HALFORD ROSEN Service code 29 · EIN 95-4177931 | Legal | $23,691 |
NORTHERN TRUST COMPANY9 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $13,677 |
BAA CAPITAL ADVISORS1 year Filed as: BAA CAPITAL ADVISORS, INC Service code 17 5999-B RIDGEVIEW ST · CAMARILLO, CA 93012 | Pension Consulting | $5,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $206,041-100.0% | $201,416-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 43.7%-43.7pp |
| Annual return | 4.26% | 7.46%-3.2pp | 8.10%-3.8pp | 13.05%-8.8pp |
| Employer contribution / active EE | $6,709 | $34,689-80.7% | $28,649-76.6% | $37,664-82.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $31,365-100.0% |