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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS8+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $152,888 |
INVESCO8+ years Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $117,571 |
RAEL & LETSON5 years Service code 11 · EIN 94-1701048 | Actuarial | $82,147 |
VERUS6 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $81,611 |
Filed as: VOYA INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 06-1440627 | Investment Management | $55,156 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $36,250 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1163419 | Investment Management | $27,281 |
GOLDMAN SACHS6 years Service code 28 200 WEST ST · NEW YORK, NY 10282 | Investment Management | $21,318 |
ULLICO8+ years Filed as: UNION BANK Service code 49 · EIN 95-1314170 | Other Services | $20,742 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $16,580 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -11.08% | -8.26%-2.8pp | -5.85%-5.2pp | 2.77%-13.8pp |
| Employer contribution / active EE | $8,802 | $12,543-29.8% | $31,839-72.4% | $15,262-42.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |