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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS4+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $129,553 |
INVESCO4+ years Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $115,853 |
VERUS2 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $78,000 |
RAEL & LETSON1 year Service code 11 · EIN 94-1701048 | Actuarial | $47,534 |
Filed as: VOYA INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 06-1440627 | Investment Management | $42,584 |
Service code 29 · EIN 95-4177931 | Legal | $40,259 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $33,100 |
Filed as: ECONOMIC GROUP PENSION SERVICES,INC Service code 11 4141 JUTLAND DR STE 210 · SAN DIEGO, CA 92117 | Actuarial | $30,441 |
GOLDMAN SACHS2 years Service code 28 200 WEST ST · NEW YORK, NY 10282 | Investment Management | $27,656 |
ULLICO4+ years Filed as: UNION BANK Service code 49 · EIN 95-1314170 | Other Services | $19,033 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -6.65% | 4.25%-10.9pp | -752.26%+745.6pp | 0.19%-6.8pp |
| Employer contribution / active EE | $8,651 | $11,906-27.3% | $31,802-72.8% | $13,763-37.1% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |