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| Provider | Service type | Compensation |
|---|---|---|
E.I.S.B., INC.1+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $304,218 |
ELECTRICAL INSURANCE TRUSTEES1+ years Filed as: SF ELECTRICAL WORKERS RSP Service code 14 · EIN 94-6062674 | Plan Administrator | $152,909 |
ALAN BILLER & ASSOCIATES1+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $40,000 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $25,272 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $22,963 |
DAVID CRUTCHER1+ years Service code 29 · EIN 20-3194050 | Legal | $19,490 |
TOPAZ PRINTING1+ years Service code 36 30042 MISSION BLVD #121-346 · HAYWARD, CA 94544 | Copying and duplicating | $7,227 |
Filed as: FIDELITY INVST. INST. OPER. CO. INC Service code 60 | Sub-TA Fees | $0 |
STEPHEN HORN INSURANCE SERVICES1+ years Filed as: STEPHEN HORN INSURANCE Service code 53 · EIN 94-3249244 | Insurance Commissions | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,516-100.0% | $75,784-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.8%-75.8pp | 69.4%-69.4pp |
| Annual return | -3.69% | -1.89%-1.8pp | 9.68%-13.4pp | 5.51%-9.2pp |
| Employer contribution / active EE | $5,128 | $2,604+97.0% | $3,323+54.3% | $2,098+144.4% |
| Participant deferral / active EE | $3,976 | $2,599+53.0% | $3,652+8.9% | $3,265+21.8% |
| Admin fee / account holder | $0 | $110-100.0% | $5,300-100.0% | $92-100.0% |