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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $729,425 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 13-2868611 | Advisory (Plan) | $173,087 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 1600 HARBOR BAY PKWY STE 200 · ALAMEDA, CA 94502 | Contract Administrator | $135,840 |
Service code 50 · EIN 81-3751949 | Direct Payment | $120,000 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-1645862 | Advisory (Plan) | $90,000 |
SALTZMAN & JOHNSON3+ years Service code 29 · EIN 94-2376174 | Legal | $76,608 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $37,860 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 17 · EIN 26-1370698 | Pension Consulting | $18,833 |
STEPHEN HORN INSURANCE SERVICES3+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $7,928 |
Employer contribution per participant 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 | $12,296 | $54,788-77.6% | $92,240-86.7% | $80,976-84.8% |
| Participation rate | 95.3% | 77.1%+18.2pp | 76.5%+18.8pp | 68.3%+27.0pp |
| Annual return | 15.46% | 13.07%+2.4pp | 176.29%-160.8pp | 22.91%-7.4pp |
| Employer contribution / active EE | $686 | $3,430-80.0% | $3,680-81.3% | $2,402-71.4% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,897-100.0% | $3,848-100.0% |
| Admin fee / account holder | $84 | $96-12.0% | $5,194-98.4% | $67+25.0% |