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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON2 years Filed as: RAEL AND LETSON Service code 11 · EIN 94-1701048 | Actuarial | $114,756 |
NEWTOWER TRUST COMPANY2 years Filed as: NEW TOWER TRUST COMPANY Service code 51 · EIN 30-0872552 | Investment Mgmt Fees | $73,296 |
CHRIS MCDANIEL4+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $66,774 |
Service code 28 · EIN 91-1042342 | Investment Management | $63,462 |
US BANK4+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $55,249 |
SYSTEMATIC FINANCIAL MANAGEMENT4+ years Filed as: SYSTEMATIC Service code 52 · EIN 22-3367558 | Indirect Investment Fees | $53,094 |
BELINDA HIBBARD4+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $50,373 |
BRAD BERNEL2 years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $49,159 |
CONNIE HIBBARD4+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $48,874 |
ALISA MUELLER4+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $48,252 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 4.98% | 10.27%-5.3pp | 10.56%-5.6pp | 53.27%-48.3pp |
| Employer contribution / active EE | $15,996 | $12,273+30.3% | $30,199-47.0% | $14,774+8.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |