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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 86-0785790 | Contract Administrator | $45,828 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 94-1503999 | Actuarial | $42,713 |
Filed as: RYAN RAPP PACHECO & KELLY PLC Service code 29 · EIN 86-0767091 | Legal | $17,453 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $15,592 |
FINDELL & COMPANY, P.C.8+ years Filed as: FINDELL & COMPANY, PC Service code 10 · EIN 85-0357326 | Accounting | $12,649 |
EATON VANCE8+ years Service code 27 · EIN 04-3101134 | Advisory (Plan) | $11,302 |
LEGG MASON5 years Service code 27 2700 CAMINO RAMON #250 · SAN MATEO, CA 94401 | Advisory (Plan) | $10,686 |
Filed as: WCM INVESTMENTS Service code 27 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Advisory (Plan) | $10,177 |
LAZARD ASSET MANAGEMENT8+ years Filed as: LAZARD Service code 27 · EIN 05-0530199 | Advisory (Plan) | $7,489 |
WELLESLEY5 years Service code 27 · EIN 26-0337214 | Advisory (Plan) | $7,163 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $335,518-100.0% | $90,882-100.0% | $335,518-100.0% |
| Participation rate | 0.0% | 61.0%-61.0pp | 100.0%-100.0pp | 61.0%-61.0pp |
| Annual return | 12.78% | 11.71%+1.1pp | 13.23%-0.4pp | 11.71%+1.1pp |
| Employer contribution / active EE | $5,089 | $12,554-59.5% | $4,656+9.3% | $12,554-59.5% |
| Participant deferral / active EE | $0 | $1,778-100.0% | $0 | $1,778-100.0% |
| Admin fee / account holder | $0 | $6,926-100.0% | $626-100.0% | $6,926-100.0% |