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| Provider | Service type | Compensation |
|---|---|---|
INVESCO1+ years Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $126,230 |
PACIFIC SOUTHWEST ADMINISTRATORS1+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $123,384 |
WURTS ASSOCIATES1+ years Filed as: WURTS & ASSOCIATES, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $75,000 |
Filed as: WOHLNER, KAPLON, PHILLIPS ET AL. Service code 29 · EIN 95-4177931 | Legal | $71,840 |
ULLICO1+ years Filed as: UNION BANK Service code 49 · EIN 95-1314170 | Other Services | $30,335 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $30,300 |
SHEFFLER & MARTIN, INC.1+ years Filed as: SHEFFLER CONSULTING ACTUARIES Service code 11 · EIN 33-0755150 | Actuarial | $27,636 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $20,908 |
Filed as: VOYA INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 06-1440627 | Investment Management | $20,130 |
ALSWEET ASSOCIATES1+ years Service code 50 · EIN 95-2766134 | Direct Payment | $9,080 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 1.30% | 0.68%+0.6pp | -1.61%+2.9pp | -0.60%+1.9pp |
| Employer contribution / active EE | $6,344 | $10,568-40.0% | $30,840-79.4% | $12,272-48.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |