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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS10+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $163,879 |
VERUS8 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $90,000 |
RAEL & LETSON7 years Service code 11 · EIN 94-1701048 | Actuarial | $89,317 |
US BANK2 years Service code 21 · EIN 31-0841368 | Bank Trustee | $40,296 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $39,200 |
Service code 29 · EIN 95-4177931 | Legal | $31,640 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1163419 | Investment Management | $29,685 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 06-1440627 | Investment Management | $22,329 |
GOLDMAN SACHS8 years Service code 28 200 WEST ST · NEW YORK, NY 10282 | Investment Management | $17,937 |
ALSWEET ASSOCIATES8 years Filed as: ALSWEET & ASSOCIATES Service code 50 · EIN 95-2766134 | Direct Payment | $12,833 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.08% | 11.08%-4.0pp | 8.10%-1.0pp | 8.76%-1.7pp |
| Employer contribution / active EE | $8,090 | $13,910-41.8% | $28,649-71.8% | $16,664-51.5% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |