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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $70,588 |
ZENITH AMERICAN SOLUTIONS6 years Service code 13 1141 HARBOR BAY PKWY STE 100 · ALAMEDA, CA 94502 | Contract Administrator | $60,397 |
MAMMINI COMPANY INC.3 years Filed as: MAMMINI COMPANY, INC. Service code 27 9750 MIRAMAR RD STE 300 · SAN DIEGO, CA 92126 | Advisory (Plan) | $52,328 |
NWPS3 years Service code 15 · EIN 91-2090931 | Recordkeeping | $29,644 |
Filed as: PIPE TRADE DC #36 PENSION TRUST Service code 49 · EIN 94-6082956 | Other Services | $16,584 |
Filed as: NEYHART, FLYNN, ANDERSON & GROSBOLL Service code 29 369 PINE ST STE 800 · SAN FRANCISCO, CA 94104 | Legal | $9,180 |
Filed as: THE LAW OFFICE OF MICHAEL E. MOSS Service code 29 201 SPEAR ST STE 1100 · SAN FRANCISCO, CA 94105 | Legal | $8,224 |
US BANK2 years Service code 18 · EIN 31-0841368 | Custodial (other than securities); Di... | $6,052 |
UNION INSURANCE GROUP1 year Service code 22 303 W. ERIE ST. SUITE 310 · CHICAGO, IL 60654 | Insurance Broker | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,434 | $88,479-35.1% | $96,543-40.5% | $80,187-28.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 15.17% | 22.53%-7.4pp | 35.75%-20.6pp | 40.40%-25.2pp |
| Employer contribution / active EE | $9,499 | $4,177+127.4% | $3,741+153.9% | $2,980+218.8% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $195 | $211-8.0% | $6,737-97.1% | $145+34.2% |