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| Provider | Service type | Compensation |
|---|---|---|
IBEW PACIFIC COAST PENSION FUND1+ years Service code 13 · EIN 94-6277897 | Contract Administrator | $156,135 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY (WESTERN STATES) Service code 11 · EIN 94-1503999 | Actuarial | $104,113 |
Filed as: QUEST INVESTMENT MANAGEMENT INC Service code 28 · EIN 93-0880854 | Investment Management | $91,869 |
VERUS1+ years Filed as: VERUS ADVISORY INC Service code 17 · EIN 91-1320111 | Pension Consulting | $45,250 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $44,602 |
BENESYS, INC.1+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $42,951 |
Service code 29 · EIN 94-2690827 | Legal | $41,644 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $16,421 |
TOPAZ PRINTING1+ years Service code 49 30042 MISSION BLVD #121-346 · HAYWARD, CA 94544 | Other Services | $9,291 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 52 · EIN 22-3367558 | Indirect Investment Fees | $9,185 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 1.43% | 2.79%-1.4pp | 4.16%-2.7pp | 11.88%-10.5pp |
| Employer contribution / active EE | $7,453 | $10,530-29.2% | $29,966-75.1% | $14,612-49.0% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |