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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 941044308 | Actuarial | $75,000 |
BENEFIT ADMINISTRATION, INC.1+ years Filed as: BENEFIT ADMINISTRATION CORP Service code 13 · EIN 94-1646941 955 N STREET · FRESNO, CA 937212216 | Contract Administrator | $53,203 |
VERUS1+ years Service code 27 · EIN 91-1320111 999 THIRD AVE., SUITE 4200 · SEATTLE, WA 98104 | Advisory (Plan) | $52,500 |
KRAW LAW GROUP1+ years Filed as: KRAW AND KRAW Service code 29 · EIN 77-0171216 605 ELLIS STREET, SUITE 200 · MOUNTAIN VIEW, CA 94043 | Legal | $19,524 |
US BANK1+ years Service code 19 · EIN 31-0841368 211 S. FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $18,382 |
BERNARD KOTKIN & COMPANY LLP1+ years Service code 10 · EIN 95-2556670 533 S. FREMONT AVE., SUITE 802 · LOS ANGELES, CA 90017 | Accounting | $6,927 |
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Employer contribution per participant 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 | $211,396-100.0% | $219,249-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 30.0%-30.0pp | 4.3%-4.3pp |
| Annual return | -1.98% | 2.81%-4.8pp | 1.50%-3.5pp | 2.81%-4.8pp |
| Employer contribution / active EE | $2,012 | $16,358-87.7% | $37,746-94.7% | $16,358-87.7% |
| Participant deferral / active EE | $0 | $775-100.0% | $87-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $0 | $1,639-100.0% |