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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON Service code 28 · EIN 27-3649481 | Investment Management | $123,786 |
KAUFMANN & GOBLE2+ years Service code 11 · EIN 94-2614826 160 WEST SANTA CLARA ST, SUITE 1550 · SAN JOSE, CA 95113 | Actuarial | $108,000 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 36-3664388 | Investment Management | $97,069 |
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN D BILLER & ASSOCIATES Service code 27 · EIN 94-2854658 535 MIDLEFIELD RD SUITE 230 · MENLO PARK, CA 94025 | Advisory (Plan) | $82,005 |
HENRY CHIU, ESQ.2+ years Filed as: TUCKER, CHIU, HEBESHA, & WARD Service code 29 642 POLLASKV AVE · CLOVIS, CA 93612 | Legal | $70,453 |
ARROWSTREET CAPITAL2+ years Service code 28 · EIN 04-3472863 200 CLARENDON STREET, 30TH FLOOR · BOSTON, MA 02116 | Investment Management | $69,809 |
WHITESTAR ADVISORS, LLC2+ years Service code 28 · EIN 03-0496641 | Investment Management | $65,361 |
BENESYS, INC.2+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $64,386 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $62,788 |
US BANK2+ years Service code 18 · EIN 31-0841368 221 SOUTH FIGUEROA ST, SUITE 210 · LOS ANGELES, CA 90012 | Custodial (other than securities); In... | $61,644 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 6.39% | 3.63%+2.8pp | 4.16%+2.2pp | 9.19%-2.8pp |
| Employer contribution / active EE | $15,653 | $11,363+37.8% | $29,966-47.8% | $12,608+24.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |