| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES4 years Filed as: ALAN BILLER & ASSOCIATES, INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $353,000 |
BENESYS, INC.4 years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $238,862 |
THE SEGAL COMPANY7 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $171,352 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $165,088 |
DECARLO & SHANLEY3 years Filed as: SHANLEY, APC Service code 29 533 S. FREMONT AVENUE · LOS ANGELES, CA 90071 | Legal | $91,975 |
YOUSIF CAPITAL MANAGEMENT3 years Service code 28 39533 WOODWARD AVENUE, SUITE 100 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $83,962 |
CALIBRE CPA GROUP PLLC9+ years Service code 10 · EIN 47-0900880 | Accounting | $75,451 |
AMALGAMATED BANK7 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 30 N. LASALLE · CHICAGO, IL 60602 | Securities Custodian | $66,920 |
CHEIRON1 year Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $15,625 |
ULLICO4 years Filed as: UNION BANK Service code 18 PO BOX 513840 · LOS ANGELES, CA 900513840 | Custodial (other than securities) | $5,551 |
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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 12.63% | 8.84%+3.8pp | 12.68%0pp | 9.11%+3.5pp |
| Employer contribution / active EE | $31,779 | $8,705+265.1% | $41,626-23.7% | $12,231+159.8% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |