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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 14 1600 HARBOR BAY PKWY STE 200 · ALAMEDA, CA 94502 | Plan Administrator | $2,695,189 |
Service code 50 · EIN 81-3751949 | Direct Payment | $2,280,000 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,922,711 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $1,405,962 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $1,262,192 |
WELLINGTON TRUST COMPANY3+ years Service code 28 · EIN 04-2755549 | Investment Management | $736,807 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $651,992 |
LOOMIS SAYLES3+ years Filed as: LOOMIS-SAYLES & CO LLP Service code 28 · EIN 04-0320030 | Investment Management | $631,724 |
SALTZMAN & JOHNSON3+ years Service code 29 · EIN 95-2376174 | Legal | $600,069 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $552,493 |
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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 | $14,491,905-100.0% | $184,886-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 47.1%-47.1pp | 5.3%-5.3pp |
| Annual return | 11.39% | 1057.21%-1045.8pp | 8.32%+3.1pp | 1057.21%-1045.8pp |
| Employer contribution / active EE | $17,755 | $14,374+23.5% | $30,793-42.3% | $14,374+23.5% |
| Participant deferral / active EE | $0 | $351-100.0% | $90-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $2,802-100.0% | $81,210-100.0% |