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| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX10+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $165,108 |
Filed as: SIU PACIFIC DIST. SUPP BENEFITS FD Service code 13 · EIN 94-1431246 | Contract Administrator | $125,311 |
DAN GAIPA10+ years Service code 30 · EIN 94-6061923 | Employee (plan); Direct payment from ... | $106,909 |
MICHELLE OCHOCINSKI10+ years Filed as: MICHELLE CHANG Service code 30 · EIN 94-6061923 | Employee (plan); Direct payment from ... | $101,597 |
HAZEL YWAN1 year Service code 30 · EIN 94-1441976 | Direct payment from the plan; Employe... | $67,701 |
FOSTER & FOSTER3 years Filed as: FOSTER & FOSTER, INC. Service code 11 · EIN 59-1921114 | Actuarial | $52,000 |
RVK, INC.1 year Service code 16 · EIN 93-0910652 | Consulting | $45,434 |
US BANK10+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $44,500 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $26,317 |
EDITH LEROUX10+ years Service code 30 · EIN 94-1441976 | Employee (plan); Direct payment from ... | $24,624 |
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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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 5.94% | 10.20%-4.3pp | 26.13%-20.2pp | 10.20%-4.3pp |
| Employer contribution / active EE | $5,250 | $15,145-65.3% | $28,248-81.4% | $15,145-65.3% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $101-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |