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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $694,035 |
BENEFIT PLAN ADMINISTRATORS5+ years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 11 · EIN 88-0277518 445 APPLE STREET, SUITE 200 · RENO, NV 89502 | Actuarial | $158,539 |
RAEL & LETSON5+ years Filed as: RAEL-LETSON Service code 27 · EIN 94-1701048 378 VINTAGE PARK DRIVE · FOSTER CITY, CA 94404 | Advisory (Plan) | $88,441 |
JENKINS LAW FIRM5+ years Service code 29 · EIN 88-0271101 501 HAMMILL LANE · RENO, NV 89511 | Legal | $47,450 |
ANDCO CONSULTING4 years Service code 28 · EIN 59-3676225 10391 DOUBLE R BLVD · RENO, NV 89521 | Investment Management | $39,208 |
ULLICO5+ years Filed as: THE UNION LABOR LIFE INSURANCE CCO Service code 28 · EIN 13-1423090 8403 COLEVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $29,399 |
EIDE BAILLY LLP5+ years Service code 10 · EIN 45-0250958 5441 KIETZKE LN STE 150 · RENO, NV 89511 | Accounting | $27,848 |
US BANK5+ years Service code 19 · EIN 31-0841368 111 SW 5TH AVENUE, 6TH FLOOR · PORTLAND, OR 97204 | Securities Custodian | $18,719 |
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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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 6.43% | 9.48%-3.0pp | 9.52%-3.1pp | 12.86%-6.4pp |
| Employer contribution / active EE | $8,214 | $12,808-35.9% | $41,951-80.4% | $13,687-40.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |