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| Provider | Service type | Compensation |
|---|---|---|
VERUS1+ years Service code 27 · EIN 91-1320111 999 THIRD AVENUE, SUITE 4200 · SEATTLE, WA 98104 | Advisory (Plan) | $61,874 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 94104 | Actuarial | $61,000 |
BENEFIT ADMINISTRATION, INC.1+ years Filed as: BENEFIT ADMINISTRATION CORP Service code 13 · EIN 94-1646941 955 N STREET · FRESNO, CA 93721 | Contract Administrator | $50,617 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 4828 LOOP CENTRAL DR, SUITE 1000 · HOUSTON, TX 77081 | Accounting | $27,996 |
US BANK1+ years Service code 19 · EIN 31-0841368 211 S. FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $18,776 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE, SUITE 1300W · BETHESDA, MD 20814 | Investment Management | $17,816 |
KRAW LAW GROUP1+ years Service code 29 · EIN 77-0171216 605 ELLIS ST · MOUNTAIN VIEW, CA 94043 | Legal | $8,481 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $290,873-100.0% | $290,873-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 31.3%-31.3pp | 27.8%-27.8pp | 43.7%-43.7pp |
| Annual return | 8.86% | 6.78%+2.1pp | 7.19%+1.7pp | 13.05%-4.2pp |
| Employer contribution / active EE | $0 | $39,638-100.0% | $35,958-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $156-100.0% | $162-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,724-100.0% | $1,724-100.0% | $31,365-100.0% |