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| Provider | Service type | Compensation |
|---|---|---|
VERUS2 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $102,898 |
UA LOCAL 3432 years Filed as: U.A. LOCAL 343 Service code 13 · EIN 94-0925634 | Contract Administrator | $76,020 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027902 | Accounting | $74,039 |
WHITESTAR ADVISORS, LLC5 years Filed as: WHITESTAR ADVISORS Service code 50 · EIN 03-0496641 | Direct Payment | $60,000 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $48,853 |
Filed as: VOYA RETIREMENT MANAGEMENT Service code 38 · EIN 06-1440627 | Participant Communication | $38,189 |
KRAW LAW GROUP6 years Service code 29 · EIN 32-0465891 | Legal | $30,286 |
Filed as: NORTHWEST PLAN SERVICES Service code 11 · EIN 91-2090931 | Actuarial | $27,900 |
THE BANK OF NEW YORK MELLON8+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $26,205 |
HEATHER ROMERI7 years Filed as: HEATHER CLANTON Service code 10 2364 BECKETT DRIVE · EL DORADO, CA 95762 | Accounting | $17,550 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -12.22% | -6.78%-5.4pp | -5.85%-6.4pp | 39.82%-52.0pp |
| Employer contribution / active EE | $23,536 | $13,335+76.5% | $31,839-26.1% | $19,980+17.8% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |