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| Provider | Service type | Compensation |
|---|---|---|
INVESCO3+ years Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $129,612 |
PACIFIC SOUTHWEST ADMINISTRATORS3+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $123,384 |
VERUS1 year Filed as: VERUS ADVISORY, 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 | $69,043 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $32,100 |
Filed as: VOYA INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 06-1440627 | Investment Management | $28,917 |
GOLDMAN SACHS1 year Service code 28 200 WEST ST · NEW YORK, NY 10282 | Investment Management | $24,000 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $23,624 |
ULLICO3+ years Filed as: UNION BANK Service code 49 · EIN 95-1314170 | Other Services | $17,710 |
Filed as: ECONOMIC GROUP PENSION SERVICES,INC Service code 11 4141 JUTLAND DR STE 210 · SAN DIEGO, CA 92117 | Actuarial | $15,598 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 14.80% | 11.78%+3.0pp | 8.32%+6.5pp | 23.90%-9.1pp |
| Employer contribution / active EE | $9,178 | $11,309-18.8% | $30,793-70.2% | $16,539-44.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |