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| Provider | Service type | Compensation |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES1+ years Service code 13 · EIN 94-1749354 6800 SANTA TERESA BOULEVARD · SAN JOSE, CA 95119 | Contract Administrator | $280,411 |
RIVERBRIDGE PARTNERS1+ years Service code 51 · EIN 41-1930193 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $170,719 |
GOLDMAN SACHS1+ years Filed as: CORBIN CAPITAL PARTNERS LP Service code 51 · EIN 30-0299433 590 MADISON AVENUE 31ST FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $165,203 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Actuarial | $131,029 |
US BANK1+ years Service code 19 · EIN 31-0841368 221 FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $118,042 |
FEDERATED1+ years Filed as: FEDERATED INVESTORS, INC. Service code 51 · EIN 94-3267050 125 HIGH STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $110,995 |
THE SEGAL COMPANY1+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 550 W. WASHINGTON BLVD · CHICAGO, IL 60661 | Advisory (Plan) | $100,000 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Service code 51 · EIN 95-2705767 385 E. COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Mgmt Fees | $90,164 |
SALTZMAN & JOHNSON1+ years Service code 29 · EIN 94-2376174 1141 HARBOR BAY PKWY · ALAMEDA, CA 94502 | Legal | $81,648 |
Service code 51 · EIN 20-0292745 DBA PARAMETRIC CLIFTON · MINNEAPOLIS, MN 55435 | Investment Mgmt Fees | $77,179 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 25.08% | 19.37%+5.7pp | 11.08%+14.0pp | 15.63%+9.4pp |
| Employer contribution / active EE | $7,132 | $13,107-45.6% | $28,418-74.9% | $11,476-37.9% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |