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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT ADMINISTRATION, INC.1+ years Filed as: BENEFIT ADMINISTRATION CORPORATION Service code 13 · EIN 94-1646941 955 N STREET · FRESNO, CA 937212216 | Contract Administrator | $279,404 |
RVK, INC.1+ years Filed as: R.V. KUHNS & ASSOCIATES Service code 27 · EIN 93-0310652 | Advisory (Plan) | $124,444 |
CRAMER ROSENTHAL MCGLYNN LLC1+ years Service code 28 · EIN 13-3977282 520 MADISON AVE 20TH FL · NY, NY 10022 | Investment Management | $61,522 |
CHEIRON1+ years Service code 11 · EIN 13-4215617 121 SW SALMON STREET, SUITE 1100 · PORTLAND, OR 97204 | Actuarial | $48,739 |
KRAW LAW GROUP1+ years Service code 29 · EIN 77-0171216 | Legal | $38,270 |
HEMMING MORSE1+ years Filed as: HEMMING MORSE,LLP Service code 10 · EIN 30-0702322 101 MONTGOMERY ST, 14TH FLOOR · SAN FRANCISCO, CA 94104 | Accounting | $34,426 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 28 600 CALIFORNIA ST., 12TH FLOOR · SAN FRANCISCO, CA 94108 | Investment Management | $26,432 |
ULLICO1+ years Filed as: UNION BANK Service code 21 · EIN 94-0304228 | Bank Trustee | $15,661 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $13,798 |
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 | $206,458-100.0% | $19,623-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | - |
| Annual return | -4.29% | 4.11%-8.4pp | -0.97%-3.3pp | - |
| Employer contribution / active EE | $0 | $17,961-100.0% | $22,441-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $183-100.0% | - |
| Admin fee / account holder | $0 | $14,541-100.0% | $2,730-100.0% | - |