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| Provider | Service type | Compensation |
|---|---|---|
VERUS10+ years Service code 27 · EIN 91-1320111 999 THIRD AVE. SUITE 4200 · SEATTLE, WA 98104 | Advisory (Plan) | $83,889 |
BENEFIT ADMINISTRATION, INC.10+ years Filed as: BENEFIT ADMINISTRATION CORP Service code 13 · EIN 94-1646941 955 N STREET · FRESNO, CA 93721 | Contract Administrator | $72,209 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 94104 | Actuarial | $66,000 |
MCCONNELL VALDES LLC1 year Filed as: MCCONELL & JONES, LLP Service code 10 · EIN 76-0488832 4828 LOOP CENTRAL DR, SUITE 1000 · HOUSTON, TX 77081 | Accounting | $27,996 |
US BANK10+ years Service code 19 · EIN 31-0841368 211 S. FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $23,249 |
ASB CAPITAL MANAGEMENT9 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $22,447 |
KRAW LAW GROUP7 years Service code 29 · EIN 77-0171216 605 ELLIS STREET, SUITE 200 · MOUNTAIN VIEW, CA 94043 | Legal | $14,774 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS P.C Service code 29 · EIN 46-3862389 717 TEXAS AVE, SUIT 1700 · HOUSTON, TX 77022 | Legal | $6,059 |
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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 | $52,198-100.0% | $290,873-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 11.0%-11.0pp |
| Annual return | 8.87% | 9.01%-0.1pp | 7.19%+1.7pp | 8.21%+0.7pp |
| Employer contribution / active EE | $6,107 | $12,511-51.2% | $35,860-83.0% | $13,837-55.9% |
| Participant deferral / active EE | $0 | $107-100.0% | $162-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,724-100.0% | $1,652-100.0% |