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| Provider | Service type | Compensation |
|---|---|---|
UA LOCAL 3432+ years Service code 13 · EIN 94-0925634 | Contract Administrator | $73,550 |
VERUS2+ years Service code 17 · EIN 91-1320111 | Pension Consulting | $71,390 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $46,651 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $39,615 |
KAUFMANN & GOBLE2+ years Filed as: KAUFMANN & GOBLE ASSOCIATES Service code 11 · EIN 94-2614826 | Actuarial | $35,700 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC. Service code 28 · EIN 13-2544634 | Investment Management | $32,789 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK Service code 19 · EIN 31-8041358 | Securities Custodian | $26,217 |
Filed as: VOYA INVESTMENT MANAGEMENT Service code 28 · EIN 06-1440627 | Investment Management | $19,855 |
KRAW LAW GROUP2+ years Filed as: KRAW & KRAW LAW GROUP APC Service code 29 · EIN 32-0465891 | Legal | $16,230 |
HEATHER ROMERI1 year Filed as: HEATHER CLANTON Service code 10 2364 BECKETT DRIVE · EL DORADO, CA 95762 | Accounting | $10,800 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 6.30% | 2.79%+3.5pp | 4.16%+2.1pp | 11.88%-5.6pp |
| Employer contribution / active EE | $18,290 | $10,530+73.7% | $29,966-39.0% | $14,612+25.2% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |