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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $720,592 |
ASSOCIATED THIRD PARTY ADMIN.1+ years Filed as: ASSOCIATED THIRD PARTY ADMIN Service code 13 · EIN 94-3187938 | Contract Administrator | $208,037 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 13-2868611 | Advisory (Plan) | $157,353 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 58-1645862 | Advisory (Plan) | $90,000 |
SALTZMAN & JOHNSON1+ years Service code 29 · EIN 94-2376174 | Legal | $51,884 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $35,556 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 17 · EIN 26-1370698 | Pension Consulting | $15,217 |
INTELLI-SERVICES1+ years Filed as: INTELLI-SERVICES INC Service code 49 2440 CAMINO RAMON · SAN RAMON, CA 94583 | Other Services | $10,531 |
STEPHEN HORN INSURANCE SERVICES1+ years Service code 22 · EIN 94-3249244 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,388 | $69,651-85.1% | $75,784-86.3% | $69,651-85.1% |
| Participation rate | 85.9% | 66.6%+19.3pp | 75.8%+10.1pp | 66.6%+19.3pp |
| Annual return | -1.40% | 53.77%-55.2pp | 9.68%-11.1pp | 53.77%-55.2pp |
| Employer contribution / active EE | $698 | $2,241-68.8% | $3,323-79.0% | $2,241-68.8% |
| Participant deferral / active EE | $2 | $3,635-100.0% | $3,652-100.0% | $3,635-100.0% |
| Admin fee / account holder | $61 | $63-3.3% | $5,300-98.8% | $63-3.3% |