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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 94104 | Actuarial | $68,622 |
BENEFIT ADMINISTRATION, INC.4+ years Filed as: BENEFIT ADMINISTRATION CORP Service code 13 · EIN 94-1646941 955 N STREET · FRESNO, CA 93721 | Contract Administrator | $61,714 |
VERUS4+ years Service code 27 · EIN 91-1320111 999 THIRD AVE. SUITE 4200 · SEATTLE, WA 98104 | Advisory (Plan) | $55,000 |
ASB CAPITAL MANAGEMENT3 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 | $49,598 |
KRAW LAW GROUP1 year Service code 29 · EIN 77-0171216 605 ELLIS STREET, SUITE 200 · MOUNTAIN VIEW, CA 94043 | Legal | $26,639 |
US BANK4+ years Service code 19 · EIN 31-0841368 211 S. FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $11,393 |
Filed as: BERNARD KOTKIN & COMPANY, LLP Service code 10 · EIN 95-2556670 P.O. BOX 3826 · GRANADA HILLS, CA 91394 | Accounting | $8,523 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 52 · EIN 06-1440627 ONE ORANGE WAY · WINDSOR, CT 06095 | Indirect Investment Fees | $7,323 |
ULLICO1 year Filed as: UNION BANK Service code 99 445 S. FIGUEROA STREET, 8TH FLOOR · LOS ANGELES, CA 90071 | Other Fees | $6,035 |
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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 | $37,197-100.0% | $157,995-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 41.3%-41.3pp | 4.7%-4.7pp |
| Annual return | -5.77% | -0.69%-5.1pp | 83.75%-89.5pp | -0.69%-5.1pp |
| Employer contribution / active EE | $15,167 | $16,786-9.6% | $41,592-63.5% | $16,786-9.6% |
| Participant deferral / active EE | $0 | $525-100.0% | $77-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $678-100.0% | $124-100.0% |