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| Provider | Service type | Compensation |
|---|---|---|
NWPS2 years Service code 11 · EIN 91-2090931 | Actuarial | $229,599 |
MAMMINI COMPANY INC.2 years Filed as: MAMMINI COMPANY, INC. Service code 27 9750 MIRAMAR RD STE 300 · SAN DIEGO, CA 92126 | Advisory (Plan) | $52,543 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $29,965 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $23,707 |
ZENITH AMERICAN SOLUTIONS5 years Service code 13 1141 HARBOR BAY PKWY STE 100 · ALAMEDA, CA 94502 | Contract Administrator | $22,535 |
Filed as: PIPE TRADE DC #36 PENSION TRUST Service code 30 · EIN 94-6082956 | Direct payment from the plan; Employe... | $15,445 |
MATRIX TRUST COMPANY8+ years Service code 28 · EIN 75-3182674 | Investment Management | $14,593 |
US BANK1 year Service code 18 · EIN 31-0841368 | Custodial (other than securities); In... | $8,833 |
Filed as: THE LAW OFFICE OF MICHAEL E. MOSS Service code 29 2001 SPEAR ST STE 1100 · SAN FRANCISCO, CA 941056164 | Legal | $5,870 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,814 | $76,774-37.7% | $112,270-57.4% | $77,906-38.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -13.16% | -10.25%-2.9pp | 27.49%-40.7pp | 12.16%-25.3pp |
| Employer contribution / active EE | $8,560 | $3,977+115.2% | $3,635+135.5% | $2,846+200.7% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $186 | $239-22.3% | $6,411-97.1% | $133+40.1% |