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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS5+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $136,031 |
INVESCO5+ years Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $110,630 |
RAEL & LETSON2 years Service code 11 · EIN 94-1701048 | Actuarial | $88,938 |
VERUS3 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $78,000 |
Service code 29 · EIN 95-4177931 | Legal | $53,572 |
Filed as: VOYA INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 06-1440627 | Investment Management | $40,292 |
GOLDMAN SACHS3 years Service code 28 200 WEST ST · NEW YORK, NY 10282 | Investment Management | $38,826 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $34,100 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1163419 | Investment Management | $21,327 |
ULLICO5+ years Filed as: UNION BANK Service code 49 · EIN 95-1314170 | Other Services | $19,790 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 17.89% | 10.27%+7.6pp | 10.56%+7.3pp | 53.27%-35.4pp |
| Employer contribution / active EE | $7,821 | $12,273-36.3% | $30,197-74.1% | $14,774-47.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |