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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS9+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $156,203 |
VERUS7 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $81,000 |
RAEL & LETSON6 years Service code 11 · EIN 94-1701048 | Actuarial | $64,199 |
Filed as: VOYA INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 06-1440627 | Investment Management | $45,694 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $37,400 |
US BANK1 year Service code 21 · EIN 31-0841368 | Bank Trustee | $34,480 |
GOLDMAN SACHS7 years Service code 28 200 WEST ST · NEW YORK, NY 10282 | Investment Management | $33,257 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1163419 | Investment Management | $28,197 |
Service code 29 · EIN 95-4177931 | Legal | $18,511 |
ALSWEET ASSOCIATES7 years Filed as: ALSWEET & ASSOCIATES Service code 50 · EIN 95-2766134 | Direct Payment | $13,630 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 10.16% | 7.15%+3.0pp | 20.18%-10.0pp | 37.74%-27.6pp |
| Employer contribution / active EE | $7,665 | $13,270-42.2% | $29,108-73.7% | $15,788-51.5% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |