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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7 years Service code 13 1600 HARBOR BAY PKWY · ALAMEDA, CA 94502 | Contract Administrator | $4,024,242 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 | Investment Management | $2,356,104 |
Filed as: MULTI-PLAN SERVICES AGENCY, INC Service code 49 · EIN 81-3751949 | Other Services | $2,227,785 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 24 · EIN 13-3200244 | Discretionary Trustee | $1,454,962 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $1,025,869 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $807,055 |
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $579,974 |
AMALGAMATED BANK5 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 | Investment Management | $542,209 |
SALTZMAN & JOHNSON8+ years Service code 29 · EIN 95-2376174 | Legal | $527,715 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $511,500 |
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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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -10.62% | -5.36%-5.3pp | -5.85%-4.8pp | 7.68%-18.3pp |
| Employer contribution / active EE | $17,284 | $12,163+42.1% | $31,839-45.7% | $9,142+89.1% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |