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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Filed as: BENESYS Service code 13 · EIN 38-2383171 7180 KOLL CENTER PKWY #200 · PLEASANTON, CA 94566 | Contract Administrator | $343,281 |
Filed as: CAUSEWAY INVESTMENT MANAGEMENT Service code 51 · EIN 04-6987758 11111 SANTA MONICA BLVD · LOS ANGELES, CA 12697 | Investment Mgmt Fees | $261,667 |
VERUS4 years Filed as: VERUS ADVISORS, INC Service code 27 · EIN 91-1320111 2321 ROSECRANS AVENUE · EL SEGUDO, CA 94501 | Advisory (Plan) | $251,286 |
THE SEGAL COMPANY6+ years Service code 17 · EIN 13-1835864 1230 W WASHINGTON STREET · TEMPE, AZ 85281 | Pension Consulting | $172,695 |
MCMORGAN & COMPANY LLC6+ years Filed as: MCMORGAN AND COMPANY Service code 51 · EIN 94-1650768 ONE FRONT STREET · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $141,095 |
Filed as: PRUDENTIAL TRUST CO Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $102,039 |
INVESCO2 years Service code 51 1555 PEACHTREE STREET NE · ATLANTA, GA 30309 | Investment Mgmt Fees | $96,542 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 13-1835864 180 HOWARD STREET · SAN FRANCISCO, CA 94105 | Insurance services | $92,385 |
US BANK1 year Service code 19 800 NICOLLET MALL · MINNEAPOLIS, MN 554027014 | Securities Custodian | $89,316 |
PANAGORA ASSET MANAGEMENT3 years Service code 51 · EIN 04-3063840 1 INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Mgmt Fees | $83,806 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 25.83% | 19.37%+6.5pp | 11.08%+14.8pp | 15.63%+10.2pp |
| Employer contribution / active EE | $6,634 | $13,107-49.4% | $28,418-76.7% | $11,476-42.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |