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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH Service code 13 · EIN 25-1139840 | Contract Administrator | $746,662 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $499,243 |
THE SEGAL COMPANY5+ years Filed as: SEGAL & COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $308,672 |
LSV ASSET MANAGEMENT5+ years Service code 51 · EIN 06-0493340 | Investment Mgmt Fees | $303,126 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND LL Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $224,997 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 51 101 YGNACIO VALLEY RD · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $208,401 |
O'DONOGHUE & O'DONOGHUE5+ years Service code 29 · EIN 52-0120528 | Legal | $192,070 |
Filed as: HARDMAN JOHNSTON Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $127,053 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $80,000 |
PENN CAPITAL MANAGEMENT5+ years Filed as: PENN CAPITAL Service code 51 · EIN 22-2796848 | Investment Mgmt Fees | $63,957 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 12.62% | 12.20%+0.4pp | 10.56%+2.1pp | 21.83%-9.2pp |
| Employer contribution / active EE | $5,736 | $12,801-55.2% | $30,199-81.0% | $12,237-53.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |