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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5 years Service code 14 1600 HARBOR BAY PKWY · ALAMEDA, CA 94502 | Plan Administrator | $3,024,813 |
Filed as: MULTI-PLAN SERVICES AGENCY, INC Service code 50 · EIN 81-3751949 | Direct Payment | $2,372,712 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,828,756 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 | Investment Management | $1,679,120 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $1,205,502 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $941,828 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $734,100 |
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $641,906 |
SALTZMAN & JOHNSON6+ years Service code 29 · EIN 95-2376174 | Legal | $539,481 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $476,990 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 3.33% | 13.80%-10.5pp | 8.01%-4.7pp | 13.80%-10.5pp |
| Employer contribution / active EE | $17,095 | $10,386+64.6% | $29,476-42.0% | $10,386+64.6% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |