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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 941044308 | Actuarial | $66,221 |
BENEFIT ADMINISTRATION, INC.3+ years Filed as: BENEFIT ADMINISTRATION CORP Service code 13 · EIN 94-1646941 955 N STREET · FRESNO, CA 937212216 | Contract Administrator | $58,403 |
VERUS3+ years Service code 27 · EIN 91-1320111 999 THIRD AVE., SUITE 4200 · SEATTLE, WA 98104 | Advisory (Plan) | $55,000 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 52 · EIN 52-6257033 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Indirect Investment Fees | $28,552 |
KRAW LAW GROUP3+ years Filed as: KRAW AND KRAW Service code 29 · EIN 77-0171216 605 ELLIS STREET, SUITE 200 · MOUNTAIN VIEW, CA 94043 | Legal | $21,021 |
US BANK3+ years Service code 19 · EIN 31-0841368 211 S. FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $11,351 |
BERNARD KOTKIN & COMPANY LLP3+ years Service code 10 · EIN 95-2556670 533 S. FREMONT AVE., SUITE 802 · LOS ANGELES, CA 90017 | Accounting | $7,794 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 52 · EIN 06-1440627 ONE ORANGE WAY · WINDSOR, CT 06095 | Indirect Investment Fees | $6,227 |
UNIONBANK1 year Service code 99 445 S. FIGUEROA STREET 8TH FLOOR · LOS ANGELES, CA 90071 | Other Fees | $5,453 |
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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 | $44,091-100.0% | $186,737-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 31.3%-31.3pp | 4.5%-4.5pp |
| Annual return | 12.39% | 13.95%-1.6pp | 7.90%+4.5pp | 13.95%-1.6pp |
| Employer contribution / active EE | $6,900 | $16,598-58.4% | $41,695-83.5% | $16,598-58.4% |
| Participant deferral / active EE | $0 | $511-100.0% | $47-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $811-100.0% | $612-100.0% |