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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE4+ years Service code 11 · EIN 94-2614826 160 WEST SANTA CLARA ST, SUITE 1550 · SAN JOSE, CA 95113 | Actuarial | $117,000 |
ARROWSTREET CAPITAL4+ years Service code 28 · EIN 04-3472863 200 CLARENDON STREET, 30TH FLOOR · BOSTON, MA 02116 | Investment Management | $89,867 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $81,725 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON Service code 28 · EIN 27-3649481 | Investment Management | $79,366 |
ALAN BILLER & ASSOCIATES4+ years Filed as: ALAN D BILLER & ASSOCIATES Service code 27 · EIN 94-2854658 535 MIDLEFIELD RD SUITE 230 · MENLO PARK, CA 94025 | Advisory (Plan) | $60,900 |
Filed as: UBS Service code 28 · EIN 36-3664388 | Investment Management | $59,978 |
EIDE BAILLY LLP1 year Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 50 · EIN 95-2648289 | Direct Payment | $57,158 |
VERUS1 year Service code 28 · EIN 91-1320111 | Investment Management | $51,523 |
NANCY FERGUSON4+ years Filed as: NANCY YANKO Service code 30 · EIN 94-6082956 | Direct payment from the plan; Employe... | $48,217 |
US BANK4+ years Service code 18 · EIN 31-0841368 221 SOUTH FIGUEROA ST, SUITE 210 · LOS ANGELES, CA 90012 | Investment management fees paid direc... | $45,737 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -6.33% | 2.02%-8.3pp | -752.26%+745.9pp | 33.37%-39.7pp |
| Employer contribution / active EE | $19,467 | $12,422+56.7% | $31,802-38.8% | $11,253+73.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |