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| Provider | Service type | Compensation |
|---|---|---|
VENUTI & ASSOCIATES1 year Service code 11 5050 EL CAMINO REAL STE 106 · LOS ALTOS, CA 94022 | Actuarial | $12,000 |
Service code 29 · EIN 94-2562134 | Legal | $11,765 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 28 · EIN 34-1542819 | Investment Management | $11,711 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $11,250 |
UNITED ADMINISTRATIVE SERVICES5+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $9,873 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL Service code 28 | Investment Management | $9,258 |
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 | $162,281-100.0% | $362,723-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 49.4%-49.4pp | 38.2%-38.2pp | 47.4%-47.4pp |
| Annual return | 12.92% | 10.22%+2.7pp | 10.56%+2.4pp | 12.16%+0.8pp |
| Employer contribution / active EE | $0 | $37,390-100.0% | $30,197-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,182-100.0% | $2,168-100.0% | $17,640-100.0% |