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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT ADMINISTRATION, INC.3+ years Filed as: BENEFIT ADMINISTRATION CORPORATION Service code 13 · EIN 94-1646941 955 N STREET · FRESNO, CA 937212216 | Contract Administrator | $278,076 |
RVK, INC.3+ years Filed as: R.V. KUHNS & ASSOCIATES Service code 27 · EIN 93-0310652 | Advisory (Plan) | $132,022 |
CHEIRON3+ years Service code 11 · EIN 13-4215617 121 SW SALMON STREET, SUITE 1100 · PORTLAND, OR 97204 | Actuarial | $38,796 |
HEMMING MORSE3+ years Filed as: HEMMING MORSE,LLP Service code 10 · EIN 30-0702322 101 MONTGOMERY ST, 14TH FLOOR · SAN FRANCISCO, CA 94104 | Accounting | $35,380 |
KRAW LAW GROUP3+ years Service code 29 · EIN 77-0171216 | Legal | $24,965 |
ULLICO3+ years Filed as: UNION BANK Service code 21 · EIN 94-0304228 | Bank Trustee | $14,786 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $14,456 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 28 600 CALIFORNIA ST., 12TH FLOOR · SAN FRANCISCO, CA 94108 | Investment Management | $13,250 |
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 | $233,564-100.0% | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | - |
| Annual return | 7.62% | 28.83%-21.2pp | 337.46%-329.8pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $20,191-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $30-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $1,663-100.0% | - |