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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON7+ years Service code 11 · EIN 94-1701048 | Actuarial | $128,686 |
NEWTOWER TRUST COMPANY5 years Filed as: NEW TOWER TRUST COMPANY Service code 51 · EIN 30-0872552 | Investment Mgmt Fees | $93,391 |
CHRIS MCDANIEL7+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $75,624 |
PANAGORA ASSET MANAGEMENT7+ years Filed as: PANAGORA ASSET Service code 51 · EIN 04-3063840 | Investment Mgmt Fees | $74,944 |
US BANK7+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $73,688 |
BRAD BERNEL5 years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $56,630 |
MICHELLE OCHOCINSKI2 years Filed as: MICHELLE PERRY Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $56,008 |
ALISA MUELLER7+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $55,392 |
CONNIE HIBBARD7+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $44,008 |
KRAW LAW GROUP6 years Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $38,159 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -10.82% | -8.26%-2.6pp | -5.85%-5.0pp | 2.78%-13.6pp |
| Employer contribution / active EE | $17,374 | $12,543+38.5% | $31,839-45.4% | $15,276+13.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |