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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH Service code 13 · EIN 25-1139840 | Contract Administrator | $817,974 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $375,059 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 51 101 YGNACIO VALLEY RD · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $264,154 |
Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $230,069 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES ADVISORS Service code 51 231 S. LASALLE ST, 4TH FL · CHICAGO, IL 60604 | Investment Mgmt Fees | $220,000 |
LSV ASSET MANAGEMENT6+ years Service code 51 · EIN 06-0493340 | Investment Mgmt Fees | $191,309 |
O'DONOGHUE & O'DONOGHUE6+ years Service code 29 · EIN 52-0120528 | Legal | $139,197 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $120,000 |
JOHNSTON ASSET MANAGEMENT2 years Filed as: HARDMAN JOHNSTON Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $104,773 |
THE SEGAL COMPANY6+ years Filed as: SEGAL & COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $76,021 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 7.80% | 6.82%+1.0pp | 8.01%-0.2pp | 12.86%-5.1pp |
| Employer contribution / active EE | $6,129 | $12,695-51.7% | $29,476-79.2% | $13,687-55.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |