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| Provider | Service type | Compensation |
|---|---|---|
C.F.A.O1 year Service code 14 · EIN 94-1557079 265 HEGENBERGER ROAD, SUITE 100 · OAKLAND, CA 94621 | Plan Administrator | $4,525,240 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1163419 | Investment Management | $2,109,370 |
MCMORGAN & COMPANY LLC6+ years Filed as: MCMORGAN & CO. Service code 28 · EIN 52-2334338 | Investment Management | $1,760,927 |
Filed as: ENTRUST GLOBAL Service code 28 · EIN 13-4021839 | Investment Management | $1,605,649 |
YUCAIPA1 year Filed as: THE YUCAIPA COMPANY Service code 28 9130 WEST SUNSET BOULEVARD · LOS ANGELES, CA 90069 | Investment Management | $1,569,736 |
TIMES SQUARE CAPITAL MANAGEMENT6+ years Filed as: TIMESQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 7 TIMES SQUARE. 42ND FLOOR · NEW YORK, NY 10036 | Investment Management | $1,423,921 |
POST ADVISORY GROUP6+ years Service code 28 · EIN 95-4818300 2049 CENTURY PARK EAST, SUITE 3050 · LOS ANGELES, CA 90065 | Investment Management | $1,236,484 |
BLACKROCK6+ years Service code 28 · EIN 13-3806691 | Investment Management | $1,185,705 |
FISHER INVESTMENTS6+ years Service code 28 · EIN 20-2480800 5525 NW FISHER CREEK DRIVE · CAMAS, WA 98607 | Investment Management | $1,184,369 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB ALLEGIANCE Service code 27 · EIN 80-0618452 | Advisory (Plan) | $863,372 |
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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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 19.65% | 13.51%+6.1pp | 11.08%+8.6pp | 13.51%+6.1pp |
| Employer contribution / active EE | $14,717 | $8,170+80.1% | $28,418-48.2% | $8,170+80.1% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |