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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 36-3664388 | Investment Management | $117,201 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON Service code 28 · EIN 27-3649481 | Investment Management | $103,842 |
KAUFMANN & GOBLE3+ years Service code 11 · EIN 94-2614826 160 WEST SANTA CLARA ST, SUITE 1550 · SAN JOSE, CA 95113 | Actuarial | $102,750 |
ARROWSTREET CAPITAL3+ years Service code 28 · EIN 04-3472863 200 CLARENDON STREET, 30TH FLOOR · BOSTON, MA 02116 | Investment Management | $85,788 |
HEMMING MORSE3+ years Service code 10 · EIN 30-0702322 | Accounting | $78,699 |
HS&BA1 year Service code 14 · EIN 94-3089465 4160 DUBLIN BLVD., SUITE 400 · DUBLIN, CA 94568 | Plan Administrator | $64,000 |
ALAN BILLER & ASSOCIATES3+ years Filed as: ALAN D BILLER & ASSOCIATES Service code 27 · EIN 94-2854658 535 MIDLEFIELD RD SUITE 230 · MENLO PARK, CA 94025 | Advisory (Plan) | $61,289 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $53,434 |
DENVER INVESTMENTS3+ years Filed as: DENVER INVEST ADVIORS Service code 28 · EIN 84-1284659 1225 17TH ST, 26TH FLOOR · DENVER, CO 80202 | Investment Management | $45,183 |
US BANK3+ years Service code 18 · EIN 31-0841368 221 SOUTH FIGUEROA ST, SUITE 210 · LOS ANGELES, CA 90012 | Custodial (other than securities); In... | $42,493 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 18.39% | 12.33%+6.1pp | 8.32%+10.1pp | 17.84%+0.6pp |
| Employer contribution / active EE | $17,293 | $11,641+48.6% | $30,793-43.8% | $14,688+17.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |