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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY9+ years Service code 11 · EIN 94-1503999 | Actuarial | $74,574 |
Service code 13 · EIN 86-0785790 | Contract Administrator | $44,329 |
BAA CAPITAL ADVISORS1 year Service code 17 5999 RIDGE VIEW ST #202 · CAMARILLO, CA 93012 | Pension Consulting | $30,000 |
Filed as: THE KELLEY LAW GROUP Service code 29 3800 N CENTRAL AVE #1520 · PHOENIX, AZ 85012 | Legal | $17,693 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $15,500 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $14,082 |
Filed as: WCM INVESTMENTS Service code 27 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Advisory (Plan) | $10,122 |
EATON VANCE9+ years Service code 27 · EIN 04-3101134 | Advisory (Plan) | $10,000 |
LEGG MASON6 years Service code 27 2700 CAMINO RAMON #250 · SAN MATEO, CA 94401 | Advisory (Plan) | $9,875 |
LAZARD ASSET MANAGEMENT9+ years Filed as: LAZARD Service code 27 · EIN 05-0530199 | Advisory (Plan) | $6,822 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | - | 0.0%0pp |
| Annual return | 18.95% | 13.17%+5.8pp | 73.56%-54.6pp | 13.17%+5.8pp |
| Employer contribution / active EE | $2,684 | $5,050-46.9% | $5,070-47.1% | $5,050-46.9% |
| Participant deferral / active EE | $0 | $3,115-100.0% | - | $3,115-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |