| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES3 years Filed as: ALAN BILLER & ASSOCIATES, INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $353,000 |
DECARLO & SHANLEY2 years Filed as: SHANLEY, APC Service code 29 533 S. FREMONT AVENUE · LOS ANGELES, CA 90071 | Legal | $287,716 |
BENESYS, INC.3 years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $236,076 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $173,262 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $136,159 |
YOUSIF CAPITAL MANAGEMENT2 years Service code 28 39533 WOODWARD AVENUE, SUITE 100 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $88,869 |
CALIBRE CPA GROUP PLLC8+ years Service code 10 · EIN 47-0900880 | Accounting | $87,366 |
AMALGAMATED BANK6 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 30 N. LASALLE · CHICAGO, IL 60602 | Securities Custodian | $79,291 |
ULLICO3 years Filed as: UNION BANK Service code 18 PO BOX 513840 · LOS ANGELES, CA 900513840 | Custodial (other than securities) | $5,558 |
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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -12.82% | -6.02%-6.8pp | -3.21%-9.6pp | 23.41%-36.2pp |
| Employer contribution / active EE | $30,593 | $11,241+172.2% | $46,051-33.6% | $12,650+141.8% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |