| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES5 years Filed as: ALAN BILLER & ASSOCIATES, INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $357,000 |
BENESYS, INC.5 years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $251,135 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $171,412 |
CHEIRON2 years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $140,179 |
DECARLO & SHANLEY4 years Filed as: SHANLEY, APC Service code 29 533 S. FREMONT AVENUE · LOS ANGELES, CA 90071 | Legal | $103,599 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $80,350 |
AMALGAMATED BANK8 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 30 N. LASALLE · CHICAGO, IL 60602 | Securities Custodian | $78,283 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $42,961 |
YOUSIF CAPITAL MANAGEMENT4 years Service code 28 39533 WOODWARD AVENUE, SUITE 100 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $29,971 |
ULLICO5 years Filed as: UNION BANK Service code 18 PO BOX 513840 · LOS ANGELES, CA 900513840 | Custodial (other than securities) | $9,133 |
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 13.62% | 5.34%+8.3pp | 9.17%+4.4pp | 9.30%+4.3pp |
| Employer contribution / active EE | $32,791 | $9,329+251.5% | $40,523-19.1% | $12,551+161.3% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |