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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $709,637 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 27 · EIN 13-2868611 | Advisory (Plan) | $166,197 |
ZENITH AMERICAN SOLUTIONS3 years Service code 13 1600 HARBOR BAY PKWY STE 200 · ALAMEDA, CA 94502 | Contract Administrator | $142,996 |
Filed as: MULTI-PLAN SERVICES AGENCY INC Service code 50 · EIN 81-3751949 | Direct Payment | $120,000 |
SALTZMAN & JOHNSON4+ years Service code 29 · EIN 94-2376174 | Legal | $71,240 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $37,200 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 27 · EIN 58-1645862 | Advisory (Plan) | $22,500 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 17 · EIN 26-1370698 | Pension Consulting | $17,600 |
STEPHEN HORN INSURANCE SERVICES4+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $7,222 |
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 | $11,738 | $49,973-76.5% | $83,831-86.0% | $73,367-84.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.1%+23.9pp | 69.5%+30.5pp |
| Annual return | -5.22% | 0.83%-6.1pp | 850.99%-856.2pp | 173.45%-178.7pp |
| Employer contribution / active EE | $1,187 | $3,293-63.9% | $3,631-67.3% | $2,499-52.5% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $63 | $95-34.2% | $5,479-98.9% | $68-8.3% |