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| Provider | Service type | Compensation |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES4+ years Service code 13 · EIN 94-1749354 6800 SANTA TERESA BOULEVARD · SAN JOSE, CA 95119 | Contract Administrator | $301,205 |
GOLDMAN SACHS4+ 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 | $194,946 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Actuarial | $166,301 |
FEDERATED3 years Filed as: FEDERATED HERMES, INC. Service code 51 · EIN 94-3267050 125 HIGH STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $126,463 |
SALTZMAN & JOHNSON4+ years Service code 29 · EIN 94-2376174 5100 -B1 CLAYTON ROAD, SUITE 373 · CONCORD, CA 94521 | Legal | $118,386 |
US BANK4+ years Service code 19 · EIN 31-0841368 221 FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $117,586 |
RIVERBRIDGE PARTNERS4+ years Service code 51 · EIN 41-1930193 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $113,343 |
Service code 51 · EIN 20-0292745 DBA PARAMETRIC CLIFTON · MINNEAPOLIS, MN 55435 | Investment Mgmt Fees | $111,485 |
THE SEGAL COMPANY4+ 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 COMPANY4+ years Service code 51 · EIN 95-2705767 385 E. COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Mgmt Fees | $83,368 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 6.88% | 8.48%-1.6pp | 8.10%-1.2pp | 8.48%-1.6pp |
| Employer contribution / active EE | $7,995 | $9,949-19.6% | $28,649-72.1% | $9,949-19.6% |
| Participant deferral / active EE | $0 | $734-100.0% | $10-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |