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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS REALTY INVESTORS LLC Service code 51 · EIN 06-1452020 | Investment Mgmt Fees | $67,547 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $52,625 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $47,130 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $46,841 |
LEONARD CARDER, LLP1+ years Service code 29 · EIN 94-2819269 | Legal | $21,661 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 | Legal | $20,486 |
PACIFIC MARITIME ASSOCIATION1+ years Service code 10 · EIN 94-1126322 | Accounting | $9,063 |
ILWU-PMA BENEFIT PLANS1+ years Filed as: ILWU-PMA BENEFIT PLANS OFFICE Service code 12 · EIN 94-6068578 | Recordkeeping and information managem... | $8,853 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $8,098 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 0.35% | 4.38%-4.0pp | 4.72%-4.4pp | 7.18%-6.8pp |
| Employer contribution / active EE | $11,865 | $13,406-11.5% | $30,821-61.5% | $13,095-9.4% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |