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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-3689044 | Contract Administrator | $817,360 |
Service code 15 · EIN 81-3751949 | Recordkeeping | $240,790 |
ZENITH AMERICAN SOLUTIONS8 years Service code 14 1600 HARBOR BAY PKWY STE 200 · ALAMEDA, CA 94502 | Plan Administrator | $191,609 |
MORGAN STANLEY SMITH BARNEY9+ years Service code 28 · EIN 13-2868611 | Investment Management | $160,000 |
SALTZMAN & JOHNSON9+ years Service code 29 · EIN 94-2376174 | Legal | $63,385 |
ENGINEERS PUBLISHING1 year Service code 36 3920 LENNANE DR · SACRAMENTO, CA 95834 | Direct payment from the plan; Copying... | $55,605 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $48,300 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $20,150 |
Filed as: MAILRITE PRINT & MAIL, INC. Service code 36 834 STRIKE AVE STE C · SACRAMENTO, CA 95834 | Direct payment from the plan; Copying... | $15,986 |
STEPHEN HORN INSURANCE SERVICES9+ years Service code 22 · EIN 94-3249244 | Insurance Broker | $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 | $55,730-100.0% | $96,543-100.0% | $96,393-100.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 74.3%-74.3pp | 71.3%-71.3pp |
| Annual return | 15.42% | 12.78%+2.6pp | 35.75%-20.3pp | 22.88%-7.5pp |
| Employer contribution / active EE | $1,648 | $4,014-58.9% | $3,741-56.0% | $3,239-49.1% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $6,737-100.0% | $74-100.0% |