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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Service code 10 · EIN 52-1590516 | Accounting | $252,347 |
MEKETA INVESTMENT GROUP1+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $75,000 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $46,788 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 | Actuarial | $42,518 |
PACIFIC INCOME ADVISORS1+ years Service code 28 · EIN 95-4067974 | Investment Management | $30,271 |
BERRY & CO., CPA'S LTD1+ years Service code 10 · EIN 88-0400174 | Accounting | $27,725 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $20,000 |
US BANK1+ years Filed as: UNION BANK, N.A. Service code 50 · EIN 94-0304228 | Direct Payment | $19,538 |
Filed as: WOHLNER KAPLON CUTLER HALFORD ET AL Service code 29 16501 VENTURA BLVD · ENCINO, CA 91436 | Legal | $16,718 |
TREADWELL & ANDERSON, A PLC1+ years Filed as: TREADWELL & ANDERSON, PLC Service code 29 · EIN 95-4462267 | Legal | $13,432 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -2.08% | 0.68%-2.8pp | -1.61%-0.5pp | -0.60%-1.5pp |
| Employer contribution / active EE | $5,497 | $10,568-48.0% | $30,840-82.2% | $12,272-55.2% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |