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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT7 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $80,447 |
VERUS8+ years Service code 27 · EIN 91-1320111 999 THIRD AVE. SUITE 4200 · SEATTLE, WA 98104 | Advisory (Plan) | $78,306 |
BENEFIT ADMINISTRATION, INC.8+ years Filed as: BENEFIT ADMINISTRATION CORP Service code 13 · EIN 94-1646941 955 N STREET · FRESNO, CA 93721 | Contract Administrator | $66,866 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 94104 | Actuarial | $66,000 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $15,850 |
KRAW LAW GROUP5 years Service code 29 · EIN 77-0171216 605 ELLIS STREET, SUITE 200 · MOUNTAIN VIEW, CA 94043 | Legal | $14,056 |
US BANK8+ years Service code 19 · EIN 31-0841368 211 S. FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $13,450 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $9,734 |
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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 | $107,032-100.0% | $104,068-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 9.9%-9.9pp |
| Annual return | -12.81% | -12.83%0pp | -10.12%-2.7pp | -5.25%-7.6pp |
| Employer contribution / active EE | $19,217 | $11,974+60.5% | $47,166-59.3% | $15,161+26.7% |
| Participant deferral / active EE | $0 | $151-100.0% | $492-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $4,025-100.0% | $3,859-100.0% |