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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 94104 | Actuarial | $77,000 |
BENEFIT ADMINISTRATION, INC.5+ years Filed as: BENEFIT ADMINISTRATION CORP Service code 13 · EIN 94-1646941 955 N STREET · FRESNO, CA 93721 | Contract Administrator | $63,854 |
VERUS5+ years Service code 27 · EIN 91-1320111 999 THIRD AVE. SUITE 4200 · SEATTLE, WA 98104 | Advisory (Plan) | $59,085 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 50 · EIN 52-6257033 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Direct Payment | $41,530 |
KRAW LAW GROUP2 years Service code 29 · EIN 77-0171216 605 ELLIS STREET, SUITE 200 · MOUNTAIN VIEW, CA 94043 | Legal | $36,823 |
US BANK5+ years Service code 19 · EIN 31-0841368 211 S. FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $12,205 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $8,650 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $7,524 |
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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 | $317,036-100.0% | $192,455-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 13.0%-13.0pp | 27.6%-27.6pp | 13.0%-13.0pp |
| Annual return | 15.22% | 12.86%+2.4pp | 50.81%-35.6pp | 13.59%+1.6pp |
| Employer contribution / active EE | $21,598 | $12,480+73.1% | $42,739-49.5% | $14,592+48.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $90-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $2,268-100.0% | $29,657-100.0% |