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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 94-1431246 | Contract Administrator | $154,354 |
DODGE & COX5+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $120,919 |
MICHELLE OCHOCINSKI5+ years Filed as: MICHELLE CHANG Service code 30 · EIN 94-1432146 | Direct payment from the plan; Employe... | $91,548 |
DAN GAIPA5+ years Service code 30 · EIN 94-1432146 | Direct payment from the plan; Employe... | $71,008 |
EDITH LEROUX5+ years Service code 30 · EIN 94-1432146 | Direct payment from the plan; Employe... | $65,560 |
ANNELIE HENSLEY5+ years Service code 30 · EIN 94-1432146 | Employee (plan); Direct payment from ... | $60,029 |
ANNA MARIE ESPERSEN5+ years Service code 30 · EIN 94-1432146 | Employee (plan); Direct payment from ... | $58,830 |
US BANK5+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $44,746 |
DEREK RILEY5+ years Filed as: DEREK CHANG Service code 30 · EIN 94-1432146 | Employee (plan); Direct payment from ... | $44,128 |
FOSTER & FOSTER1 year Service code 11 · EIN 59-1921114 | Actuarial | $41,875 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 0.59% | 15.15%-14.6pp | 10.57%-10.0pp | 11.45%-10.9pp |
| Employer contribution / active EE | $4,713 | $16,781-71.9% | $29,483-84.0% | $17,219-72.6% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |