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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $529,223 |
BENEFIT PLAN ADMINISTRATORS1+ years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 11 · EIN 88-0277518 445 APPLE STREET, SUITE 200 · RENO, NV 89502 | Actuarial | $110,152 |
RAEL & LETSON1+ years Filed as: RAEL-LETSON Service code 27 · EIN 94-1701048 378 VINTAGE PARK DRIVE · FOSTER CITY, CA 94404 | Advisory (Plan) | $83,099 |
JENKINS LAW FIRM1+ years Service code 29 · EIN 88-0271101 501 HAMMILL LANE · RENO, NV 89511 | Legal | $39,792 |
BIDART & ROSS1+ years Filed as: BIDART AND ROSS Service code 28 · EIN 88-0241176 10391 DOUBLE R BLVD. · RENO, NV 89521 | Investment Management | $38,000 |
ULLICO1+ years Filed as: THE UNION LABOR LIFE INSURANCE CCO Service code 28 · EIN 13-1423090 8403 COLEVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $25,807 |
EIDE BAILLY LLP1+ years Service code 10 · EIN 45-0250958 5441 KIETZKE LN STE 150 · RENO, NV 89511 | Accounting | $22,500 |
US BANK1+ years Service code 19 · EIN 31-0841368 111 SW 5TH AVENUE, 6TH FLOOR · PORTLAND, OR 97204 | Securities Custodian | $18,184 |
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Annual investment return 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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -3.09% | 5.13%-8.2pp | 4.74%-7.8pp | 7.18%-10.3pp |
| Employer contribution / active EE | $6,962 | $14,689-52.6% | $36,089-80.7% | $13,095-46.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |