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| Provider | Service type | Compensation |
|---|---|---|
VERUS2 years Service code 28 · EIN 91-1320111 800 FIFTH AVENUE, SUITE 3900 · SEATTLE, WA 98104 | Investment Management | $128,081 |
KAUFMANN & GOBLE5+ years Service code 11 · EIN 94-2614826 160 WEST SANTA CLARA ST, SUITE 1550 · SAN JOSE, CA 95113 | Actuarial | $107,250 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $82,657 |
ALAN BILLER & ASSOCIATES5+ years Filed as: ALAN D BILLER & ASSOCIATES Service code 27 · EIN 94-2854658 535 MIDLEFIELD RD SUITE 230 · MENLO PARK, CA 94025 | Advisory (Plan) | $62,764 |
ARROWSTREET CAPITAL5+ years Service code 28 · EIN 04-3472863 200 CLARENDON STREET, 30TH FLOOR · BOSTON, MA 02116 | Investment Management | $61,896 |
EIDE BAILLY LLP2 years Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 1900 S. NORFOLK STREET, SUITE 225 · SAN MATEO, CA 94403 | Accounting | $61,550 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON Service code 28 · EIN 27-3649481 | Investment Management | $57,856 |
ZENITH AMERICAN SOLUTIONS2 years Service code 14 1600 HARBOR BAY PARKWAY, SUITE 200 · ALAMEDA, CA 94502 | Plan Administrator | $49,752 |
BHMS5+ years Service code 28 · EIN 20-8311160 | Investment Management | $48,378 |
NANCY FERGUSON5+ years Filed as: NANCY YANKO Service code 30 · EIN 94-6082956 | Employee (plan); Direct payment from ... | $47,472 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 17.56% | 12.20%+5.4pp | 10.56%+7.0pp | 21.83%-4.3pp |
| Employer contribution / active EE | $18,789 | $12,801+46.8% | $30,199-37.8% | $12,237+53.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |