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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZENITH ADMINISTRATIVE SERVICES Service code 13 · EIN 52-1590516 | Contract Administrator | $171,174 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 51 · EIN 65-0694011 | Investment Mgmt Fees | $151,159 |
ALLAN BATES AND ASSOCIATES5 years Filed as: ALLAN BILLER Service code 27 535 MIDDLEFIELD ROAD · MENLO PARK, CA 94025 | Advisory (Plan) | $131,713 |
ULLICO4 years Service code 51 1625 EYE STREE NW · WASHINGTON, DC 20006 | Investment Mgmt Fees | $119,082 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL CO Service code 11 · EIN 13-1835864 | Actuarial | $93,334 |
ARROWSTREET CAPITAL4 years Service code 51 200 CLARENDON ST · BOSTON, MA 02116 | Investment Mgmt Fees | $68,056 |
Filed as: AUDAX Service code 51 101 CALIFORNIA ST. · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $49,820 |
NECASTAR8+ years Service code 13 · EIN 86-0140480 | Contract Administrator | $39,079 |
BMO HARRIS BANK NA8+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 | Securities Custodian | $37,635 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $33,808 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -11.68% | -7.95%-3.7pp | -5.85%-5.8pp | 23.41%-35.1pp |
| Employer contribution / active EE | $6,358 | $13,972-54.5% | $31,839-80.0% | $12,650-49.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |