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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1+ years Service code 28 · EIN 91-1116938 | Investment Management | $372,861 |
PSWA, INC1+ years Filed as: PSWA, INC. Service code 13 · EIN 46-4942970 | Contract Administrator | $104,525 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $95,853 |
Service code 29 · EIN 95-4047729 | Legal | $53,321 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $51,900 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $29,315 |
ATPA1+ years Filed as: ATPA, INC Service code 13 · EIN 94-3187938 | Contract Administrator | $13,610 |
AMALGAMATED BANK1+ years Service code 99 472 E COLORADO BLVD · PASADENA, CA 91101 | Other Fees | $7,476 |
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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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | 1.62% | -0.43%+2.1pp | -3.43%+5.0pp | -0.60%+2.2pp |
| Employer contribution / active EE | $1,181 | $10,132-88.3% | $25,607-95.4% | $12,272-90.4% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |