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| Provider | Service type | Compensation |
|---|---|---|
VERUS9+ years Service code 27 · EIN 91-1320111 999 THIRD AVE. SUITE 4200 · SEATTLE, WA 98104 | Advisory (Plan) | $78,670 |
BENEFIT ADMINISTRATION, INC.9+ years Filed as: BENEFIT ADMINISTRATION CORP Service code 13 · EIN 94-1646941 955 N STREET · FRESNO, CA 93721 | Contract Administrator | $73,229 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 94104 | Actuarial | $66,000 |
ASB CAPITAL MANAGEMENT8 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $38,653 |
KRAW LAW GROUP6 years Service code 29 · EIN 77-0171216 605 ELLIS STREET, SUITE 200 · MOUNTAIN VIEW, CA 94043 | Legal | $33,045 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $24,500 |
US BANK9+ years Service code 19 · EIN 31-0841368 211 S. FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $19,749 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $8,818 |
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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 | $282,865-100.0% | $337,745-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.1%-44.1pp | 12.4%-12.4pp |
| Annual return | 9.41% | 9.35%+0.1pp | 9.57%-0.2pp | 9.89%-0.5pp |
| Employer contribution / active EE | $35,677 | $10,293+246.6% | $39,758-10.3% | $14,313+149.3% |
| Participant deferral / active EE | $0 | $67-100.0% | $45-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $352,588-100.0% | $9,084-100.0% |