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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE1+ years Service code 11 · EIN 94-2614826 160 WEST SANTA CLARA ST, SUITE 1550 · SAN JOSE, CA 95113 | Actuarial | $102,000 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 36-3664388 | Investment Management | $95,687 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D BILLER & ASSOCIATES Service code 27 · EIN 94-2854658 535 MIDLEFIELD RD SUITE 230 · MENLO PARK, CA 94025 | Advisory (Plan) | $82,235 |
HEMMING MORSE1+ years Service code 10 · EIN 30-0702322 | Accounting | $76,308 |
ARROWSTREET CAPITAL1+ years Service code 28 · EIN 04-3472863 200 CLARENDON STREET, 30TH FLOOR · BOSTON, MA 02116 | Investment Management | $70,836 |
MOSS LAW FIRM1+ years Filed as: THE MOSS LAW FIRM Service code 29 201 SPEAR STREET, SUITE 1100 · SAN FRANCISCO, CA 94105 | Legal | $61,693 |
BENESYS, INC.1+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $59,198 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $57,090 |
SOUTHERN SUN ASSET MANAGEMENT1+ years Service code 28 · EIN 27-2990431 | Investment Management | $53,548 |
DENVER INVESTMENTS1+ years Filed as: DENVER INVEST ADVIORS Service code 28 · EIN 84-1284659 1225 17TH ST, 26TH FLOOR · DENVER, CO 80202 | Investment Management | $46,194 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 2.45% | 1.36%+1.1pp | -1.61%+4.1pp | 1.67%+0.8pp |
| Employer contribution / active EE | $13,239 | $10,832+22.2% | $30,840-57.1% | $10,506+26.0% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |