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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7 years Service code 13 1141 HARBOR BAY PKWY STE 100 · ALAMEDA, CA 94502 | Contract Administrator | $57,366 |
MAMMINI COMPANY INC.4 years Filed as: MAMMINI COMPANY, INC. Service code 27 · EIN 47-0879697 | Advisory (Plan) | $50,823 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $40,807 |
NWPS4 years Service code 15 · EIN 91-2090931 | Recordkeeping | $21,732 |
Filed as: PIPE TRADE DC #36 PENSION TRUST Service code 49 · EIN 94-6082956 | Other Services | $17,047 |
US BANK3 years Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $11,599 |
Filed as: NEYHART, FLYNN, ANDERSON & GROSBOLL Service code 29 · EIN 94-2576729 | Legal | $7,043 |
MATRIX TRUST COMPANY10+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
UNION INSURANCE GROUP2 years Service code 22 303 W ERIE ST STE 310 · CHICAGO, IL 60654 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,057 | $241,850-69.8% | $102,437-28.7% | $200,096-63.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 10.65% | 17.67%-7.0pp | 24.95%-14.3pp | 34.26%-23.6pp |
| Employer contribution / active EE | $9,307 | $4,253+118.9% | $3,871+140.5% | $3,038+206.4% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $199 | $288-30.9% | $8,388-97.6% | $269-26.1% |