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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON3 years Filed as: RAEL AND LETSON Service code 11 · EIN 94-1701048 | Actuarial | $136,381 |
NEWTOWER TRUST COMPANY3 years Filed as: NEW TOWER TRUST COMPANY Service code 51 · EIN 30-0872552 | Investment Mgmt Fees | $75,696 |
CHRIS MCDANIEL5+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $68,390 |
Service code 28 · EIN 91-1042342 | Investment Management | $64,382 |
US BANK5+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $57,546 |
PANAGORA ASSET MANAGEMENT5+ years Filed as: PANAGORA ASSET Service code 51 · EIN 04-3063840 | Investment Mgmt Fees | $54,209 |
BELINDA HIBBARD5+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $51,543 |
BRAD BERNEL3 years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $50,409 |
CONNIE HIBBARD5+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $49,620 |
ALISA MUELLER5+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $49,352 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 2.23% | 6.41%-4.2pp | 8.01%-5.8pp | 11.45%-9.2pp |
| Employer contribution / active EE | $16,079 | $11,592+38.7% | $29,476-45.4% | $17,219-6.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |