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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $620,489 |
BENEFIT PLAN ADMINISTRATORS3+ years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 11 · EIN 88-0277518 445 APPLE STREET, SUITE 200 · RENO, NV 89502 | Actuarial | $163,125 |
RAEL & LETSON3+ years Filed as: RAEL-LETSON Service code 27 · EIN 94-1701048 378 VINTAGE PARK DRIVE · FOSTER CITY, CA 94404 | Advisory (Plan) | $82,829 |
JENKINS LAW FIRM3+ years Service code 29 · EIN 88-0271101 501 HAMMILL LANE · RENO, NV 89511 | Legal | $53,781 |
ANDCO CONSULTING2 years Service code 28 · EIN 59-3676225 10391 DOUBLE R BLVD · RENO, NV 89521 | Investment Management | $44,333 |
ULLICO3+ years Filed as: THE UNION LABOR LIFE INSURANCE CCO Service code 28 · EIN 13-1423090 8403 COLEVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $27,408 |
EIDE BAILLY LLP3+ years Service code 10 · EIN 45-0250958 5441 KIETZKE LN STE 150 · RENO, NV 89511 | Accounting | $26,803 |
US BANK3+ years Service code 19 · EIN 31-0841368 111 SW 5TH AVENUE, 6TH FLOOR · PORTLAND, OR 97204 | Securities Custodian | $18,497 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 7.78% | -0.94%+8.7pp | -2.18%+10.0pp | 33.37%-25.6pp |
| Employer contribution / active EE | $7,603 | $12,464-39.0% | $38,751-80.4% | $11,253-32.4% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |