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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Service code 13 1600 HARBOR BAY PKWY · ALAMEDA, CA 94502 | Contract Administrator | $3,131,107 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $2,385,784 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 | Investment Management | $2,111,030 |
Filed as: MULTI-PLAN SERVICES AGENCY, INC Service code 49 · EIN 81-3751949 | Other Services | $1,928,861 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $1,276,627 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $1,046,670 |
AMALGAMATED BANK4 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 | Investment Management | $579,408 |
SALTZMAN & JOHNSON7+ years Service code 29 · EIN 95-2376174 | Legal | $518,078 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $514,095 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $358,939 |
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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 | $0 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 15.00% | 13.51%+1.5pp | 11.08%+3.9pp | 13.51%+1.5pp |
| Employer contribution / active EE | $17,009 | $8,170+108.2% | $28,418-40.1% | $8,170+108.2% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |