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| Provider | Service type | Compensation |
|---|---|---|
CFAO3 years Service code 14 · EIN 94-1557079 265 HEGENBERGER ROAD, SUITE 100 · OAKLAND, CA 94621 | Plan Administrator | $4,274,648 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1163419 | Investment Management | $2,332,737 |
MCMORGAN & COMPANY LLC5+ years Filed as: MCMORGAN & CO. Service code 28 · EIN 52-2334338 | Investment Management | $1,651,990 |
ROTHSCHILD ASSET MANAGEMENT5+ years Service code 28 · EIN 13-2544634 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $1,300,445 |
BLACKROCK5+ years Service code 28 · EIN 13-3806691 | Investment Management | $1,008,904 |
GAMCO ASSET MANAGEMENT3 years Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $1,007,543 |
POST ADVISORY GROUP5+ years Service code 28 · EIN 95-4818300 | Investment Management | $1,006,126 |
TIMES SQUARE CAPITAL MANAGEMENT5+ years Filed as: TIMESQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $891,764 |
FISHER INVESTMENTS5+ years Service code 28 · EIN 20-2480800 5525 NW FISHER CREEK DRIVE · CAMAS, WA 98607 | Investment Management | $672,050 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 95-3571558 | Investment Management | $508,738 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 10.61% | 13.80%-3.2pp | 8.01%+2.6pp | 13.80%-3.2pp |
| Employer contribution / active EE | $14,701 | $10,386+41.5% | $29,476-50.1% | $10,386+41.5% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |