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| Provider | Service type | Compensation |
|---|---|---|
E.I.S.B., INC.3+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $191,981 |
ELECTRICAL INSURANCE TRUSTEES3+ years Filed as: SF ELECTRICAL WORKERS RSP Service code 14 · EIN 94-6062674 | Plan Administrator | $150,937 |
ALAN BILLER & ASSOCIATES3+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $40,000 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $30,261 |
DAVID CRUTCHER3+ years Service code 29 · EIN 20-3194050 | Legal | $25,372 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $21,482 |
LEONARD CARDER, LLP2 years Filed as: LEONARD CARDER LLP Service code 29 · EIN 94-2819269 | Legal | $7,732 |
Filed as: FIDELITY INVEST INST OPER CO INC Service code 60 | Sub-TA Fees | $0 |
STEPHEN HORN INSURANCE SERVICES3+ years Filed as: STEPHEN HORN INSURANCE Service code 53 · EIN 94-3249244 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $221,442-100.0% | $92,240-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 76.5%-76.5pp | 71.6%-71.6pp |
| Annual return | 12.14% | 15.65%-3.5pp | 176.29%-164.2pp | 20.87%-8.7pp |
| Employer contribution / active EE | $5,136 | $3,226+59.2% | $3,680+39.6% | $2,310+122.3% |
| Participant deferral / active EE | $4,822 | $2,779+73.5% | $3,897+23.7% | $3,537+36.4% |
| Admin fee / account holder | $0 | $210-100.0% | $5,194-100.0% | $97-100.0% |