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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $757,394 |
Service code 50 · EIN 81-3751949 | Direct Payment | $169,752 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 27 · EIN 13-2868611 | Advisory (Plan) | $160,000 |
ZENITH AMERICAN SOLUTIONS5 years Service code 13 1600 HARBOR BAY PKWY STE 200 · ALAMEDA, CA 94502 | Contract Administrator | $140,221 |
SALTZMAN & JOHNSON6+ years Service code 29 · EIN 94-2376174 | Legal | $58,482 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $41,060 |
Service code 50 843 STRIKER AVE STE C · SACRAMENTO, CA 95834 | Direct Payment | $21,163 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 17 · EIN 26-1370698 | Pension Consulting | $18,200 |
STEPHEN HORN INSURANCE SERVICES6+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,155-100.0% | $101,275-100.0% | $106,273-100.0% |
| Participation rate | 0.0% | 81.2%-81.2pp | 75.8%-75.8pp | 70.8%-70.8pp |
| Annual return | 13.33% | 13.07%+0.3pp | 46.46%-33.1pp | 21.70%-8.4pp |
| Employer contribution / active EE | $1,034 | $3,414-69.7% | $3,660-71.7% | $2,722-62.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $5,948-100.0% | $78-100.0% |