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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Service code 28 · EIN 91-1116938 | Investment Management | $345,172 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $122,537 |
PSWA, INC2+ years Filed as: PSWA, INC. Service code 12 · EIN 46-4942970 | Claims processing | $114,017 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $108,400 |
Service code 29 · EIN 95-4047729 | Legal | $49,848 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $13,600 |
AMALGAMATED BANK2+ years Service code 99 472 E COLORADO BLVD · PASADENA, CA 91101 | Other Fees | $8,085 |
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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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 7.07% | 17.94%-10.9pp | 5.44%+1.6pp | 7.18%-0.1pp |
| Employer contribution / active EE | $1,289 | $12,263-89.5% | $25,481-94.9% | $13,095-90.2% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |