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| Provider | Service type | Compensation |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES2+ years Service code 13 · EIN 94-1749354 6800 SANTA TERESA BOULEVARD · SAN JOSE, CA 95119 | Contract Administrator | $299,135 |
GOLDMAN SACHS2+ 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 | $189,578 |
FEDERATED1 year Filed as: FEDERATED HERMES, INC. Service code 51 1001 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Investment Mgmt Fees | $144,852 |
RIVERBRIDGE PARTNERS2+ years Service code 51 · EIN 41-1930193 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $136,140 |
US BANK2+ years Service code 19 · EIN 31-0841368 221 FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $129,498 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Actuarial | $121,807 |
THE SEGAL COMPANY2+ 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 COMPANY2+ years Service code 51 · EIN 95-2705767 385 E. COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Mgmt Fees | $89,593 |
SALTZMAN & JOHNSON2+ years Service code 29 · EIN 94-2376174 5100 -B1 CLAYTON ROAD, SUITE 373 · CONCORD, CA 94521 | Legal | $79,808 |
Service code 51 · EIN 20-0292745 DBA PARAMETRIC CLIFTON · MINNEAPOLIS, MN 55435 | Investment Mgmt Fees | $74,765 |
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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.
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -4.35% | -7.95%+3.6pp | -5.85%+1.5pp | 23.41%-27.8pp |
| Employer contribution / active EE | $7,478 | $13,972-46.5% | $31,839-76.5% | $12,650-40.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |