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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Service code 14 1600 HARBOR BAY PKWY · ALAMEDA, CA 94502 | Plan Administrator | $2,904,837 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,528,688 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 | Investment Management | $1,516,184 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $1,327,090 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $844,094 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $739,161 |
SALTZMAN & JOHNSON5+ years Service code 29 · EIN 95-2376174 | Legal | $621,180 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $542,423 |
WELLINGTON TRUST COMPANY5+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $510,080 |
Filed as: MULTI-PLAN SERVICES AGENCY, INC Service code 50 · EIN 81-3751949 | Direct Payment | $499,448 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $894,319,009-100.0% | $362,723-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 18.08% | 24.48%-6.4pp | 10.56%+7.5pp | 24.48%-6.4pp |
| Employer contribution / active EE | $17,022 | $9,418+80.7% | $30,199-43.6% | $9,418+80.7% |
| Participant deferral / active EE | $0 | $501-100.0% | $33-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,168-100.0% | $2,968,729-100.0% |