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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Filed as: BENESYS Service code 13 · EIN 38-2383171 7180 KOLL CENTER PKWY #200 · PLEASANTON, CA 94566 | Contract Administrator | $348,262 |
VERUS3 years Filed as: VERUS ADVISORS, INC Service code 27 · EIN 91-1320111 2321 ROSECRANS AVENUE · EL SEGUDO, CA 94501 | Advisory (Plan) | $263,416 |
Filed as: CAUSEWAY INVESTMENT MANAGEMENT Service code 51 · EIN 04-6987758 11111 SANTA MONICA BLVD · LOS ANGELES, CA 12697 | Investment Mgmt Fees | $214,061 |
THE CARLYLE GROUP2 years Filed as: CARLYLE REAL ESTATE PARTNERS Service code 51 1001 PENN AVE NW · WASHINGTON, DC 20004 | Investment Mgmt Fees | $154,831 |
Filed as: PRUDENTIAL GLOBAL INVESTMENT MGMT Service code 51 · EIN 23-6994310 1114 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Mgmt Fees | $129,194 |
THE SEGAL COMPANY5+ years Service code 17 · EIN 13-1835864 1230 W WASHINGTON STREET · TEMPE, AZ 85281 | Pension Consulting | $119,229 |
MCMORGAN & COMPANY LLC5+ years Filed as: MCMORGAN AND COMPANY Service code 51 · EIN 94-1650768 ONE FRONT STREET · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $110,391 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 13-1835864 180 HOWARD STREET · SAN FRANCISCO, CA 94105 | Insurance services | $106,815 |
JENNINGS, STROUSS & SALMON, PLC5+ years Filed as: JENNINGS, STROUSS & SALMON Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET · PHOENIX, AZ 85004 | Legal | $81,893 |
PANAGORA ASSET MANAGEMENT2 years Service code 51 · EIN 04-3063840 1 INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Mgmt Fees | $56,881 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 3.49% | 6.82%-3.3pp | 8.01%-4.5pp | 12.86%-9.4pp |
| Employer contribution / active EE | $9,482 | $12,695-25.3% | $29,476-67.8% | $13,687-30.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |