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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4 years Filed as: BENESYS Service code 13 · EIN 38-2383171 7180 KOLL CENTER PKWY #200 · PLEASANTON, CA 94566 | Contract Administrator | $348,408 |
VERUS5 years Filed as: VERUS ADVISORS, INC Service code 27 · EIN 91-1320111 2321 ROSECRANS AVENUE · EL SEGUNDO, CA 94501 | Advisory (Plan) | $250,314 |
MCMORGAN & COMPANY LLC7+ years Filed as: MCMORGAN AND COMPANY Service code 51 · EIN 94-1650768 ONE FRONT STREET · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $185,967 |
THE SEGAL COMPANY7+ years Service code 17 · EIN 13-1835864 1230 W WASHINGTON STREET · TEMPE, AZ 85281 | Pension Consulting | $127,343 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD Service code 51 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Mgmt Fees | $81,909 |
US BANK2 years Service code 19 800 NICOLLET MALL · MINNEAPOLIS, MN 554027014 | Securities Custodian | $81,900 |
Filed as: PRUDENTIAL TRUST CO Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $76,850 |
Filed as: JENNINGS STROUSS & SALMON, PLC Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET · PHOENIX, AZ 85004 | Legal | $70,308 |
PANAGORA ASSET MANAGEMENT4 years Service code 51 · EIN 04-3063840 1 INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Mgmt Fees | $67,951 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $47,072 |
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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 | -7.27% | -7.95%+0.7pp | -5.85%-1.4pp | 23.41%-30.7pp |
| Employer contribution / active EE | $9,236 | $13,972-33.9% | $31,839-71.0% | $12,650-27.0% |
| 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% |