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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN OFFICE Service code 12 · EIN 94-3224310 PO BOX 2949 · SAN FRANCISCO, CA 94126 | Claims processing | $861,960 |
DODGE & COX1+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Investment Management | $687,868 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-0282125 600 CALIFORNIA ST · SAN FRANCISCO, CA 94108 | Bank Trustee | $337,791 |
INTEGRITY ASSET MANAGEMENT1+ years Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $269,979 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 222 WEST ADAMS ST · CHICAGO, IL 60606 | Investment Management | $263,938 |
Filed as: RAINIER INVESTMENT MANAGEMENT Service code 28 · EIN 91-1457076 152 WEST 57TH ST · NEW YORK, NY 10019 | Investment Management | $214,324 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 300 SOUTH GRAND AVE · LOS ANGELES, CA 90017 | Actuarial | $186,626 |
BAYCOM BUSINESS PRODUCTS1+ years Service code 49 · EIN 77-0258197 2510 ALAMO COUNTRY CIRCLE · ALAMO, CA 94507 | Other Services | $170,691 |
TRUCKER HUSS1+ years Service code 29 · EIN 94-3216063 ONE EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Legal | $163,647 |
Filed as: VOYA INVESTMENT MANAGEMENT Service code 28 · EIN 06-0888148 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $146,376 |
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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 | $0 | $219,333-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -1.84% | 3.11%-5.0pp | -2.01%+0.2pp | 3.11%-5.0pp |
| Employer contribution / active EE | $6,447 | $9,361-31.1% | $34,453-81.3% | $9,361-31.1% |
| Participant deferral / active EE | $0 | $375-100.0% | $34-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $5,362-100.0% | - |