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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON8+ years Service code 11 · EIN 94-1701048 | Actuarial | $156,575 |
NEWTOWER TRUST COMPANY6 years Filed as: NEW TOWER TRUST COMPANY Service code 51 · EIN 30-0872552 | Investment Mgmt Fees | $97,143 |
CHRIS MCDANIEL8+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $80,095 |
US BANK8+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $65,713 |
PANAGORA ASSET MANAGEMENT8+ years Filed as: PANAGORA ASSET Service code 51 · EIN 04-3063840 | Investment Mgmt Fees | $64,414 |
BRAD BERNEL6 years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $60,080 |
ALISA MUELLER8+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $59,682 |
CONNIE HIBBARD8+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $59,298 |
MICHELLE OCHOCINSKI3 years Filed as: MICHELLE PERRY Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $56,966 |
CALIBER NETWORKS1 year Service code 15 · EIN 27-2155341 | Recordkeeping | $43,845 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 5.41% | 7.15%-1.7pp | 20.18%-14.8pp | 37.77%-32.4pp |
| Employer contribution / active EE | $18,514 | $13,270+39.5% | $29,108-36.4% | $15,798+17.2% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |