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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $635,787 |
BENEFIT PLAN ADMINISTRATORS4+ years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 11 · EIN 88-0277518 445 APPLE STREET, SUITE 200 · RENO, NV 89502 | Actuarial | $153,922 |
RAEL & LETSON4+ years Filed as: RAEL-LETSON Service code 27 · EIN 94-1701048 378 VINTAGE PARK DRIVE · FOSTER CITY, CA 94404 | Advisory (Plan) | $89,425 |
JENKINS LAW FIRM4+ years Service code 29 · EIN 88-0271101 501 HAMMILL LANE · RENO, NV 89511 | Legal | $63,718 |
EIDE BAILLY LLP4+ years Service code 10 · EIN 45-0250958 5441 KIETZKE LN STE 150 · RENO, NV 89511 | Accounting | $39,162 |
ANDCO CONSULTING3 years Service code 28 · EIN 59-3676225 10391 DOUBLE R BLVD · RENO, NV 89521 | Investment Management | $38,000 |
ULLICO4+ years Filed as: THE UNION LABOR LIFE INSURANCE CCO Service code 28 · EIN 13-1423090 8403 COLEVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $28,280 |
US BANK4+ years Service code 19 · EIN 31-0841368 111 SW 5TH AVENUE, 6TH FLOOR · PORTLAND, OR 97204 | Securities Custodian | $18,612 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -0.47% | 14.29%-14.8pp | 14.64%-15.1pp | 21.83%-22.3pp |
| Employer contribution / active EE | $7,312 | $12,083-39.5% | $41,831-82.5% | $12,237-40.2% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |