| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 17 · EIN 94-1503999 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 94104 | Pension Consulting | $61,000 |
VERUS1+ years Service code 27 · EIN 91-1320111 999 THIRD AVENUE, SUITE 4200 · SEATTLE, WA 98104 | Advisory (Plan) | $59,733 |
BENEFIT ADMINISTRATION, INC.1+ years Filed as: BENEFIT ADMINISTRATION CORP Service code 14 · EIN 94-1646941 955 N STREET · FRESNO, CA 93721 | Plan Administrator | $40,010 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE, SUITE 1300W · BETHESDA, MD 20814 | Investment Management | $30,680 |
KRAW LAW GROUP1+ years Service code 29 · EIN 77-0171216 | Legal | $29,244 |
EIDE BAILLY LLP1+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $22,800 |
US BANK1+ years Service code 19 · EIN 31-0841368 211 S. FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $15,864 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 ONE ORANGE WAY · WINDSOR, CT 06095 | Investment Management | $6,922 |
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 | $337,745-100.0% | $337,745-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 53.6%-53.6pp | 44.1%-44.1pp | 55.8%-55.8pp |
| Annual return | 8.97% | 9.52%-0.6pp | 9.57%-0.6pp | 24.44%-15.5pp |
| Employer contribution / active EE | $56,211 | $44,242+27.1% | $39,814+41.2% | $41,356+35.9% |
| Participant deferral / active EE | $0 | $40-100.0% | $46-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $352,588-100.0% | $352,588-100.0% | $22,013-100.0% |