Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 4160 DUBLIN BLVD, SUITE 400 · DUBLIN, CA 94568 | Contract Administrator | $636,714 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT ADVISORS Service code 28 · EIN 68-0370668 | Investment Management | $457,095 |
SALTZMAN & JOHNSON3+ years Service code 29 · EIN 95-2376174 | Legal | $237,063 |
LINDQUIST LLP3+ years Filed as: LINDQUIST, LLP Service code 10 · EIN 52-2385296 | Accounting | $223,671 |
FOUNDRY PARTNERS3+ years Service code 28 · EIN 46-1184506 501 FIRST AVE. NORTH, SUITE 409 · MINNEAPOLIS, MN 55403 | Investment Management | $173,677 |
ULLICO3+ years Service code 28 · EIN 13-1423090 | Investment Management | $148,188 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $135,704 |
US BANK3+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $115,020 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 17 · EIN 94-1503999 | Pension Consulting | $108,336 |
FIERA CAPITAL2 years Service code 28 · EIN 13-2726734 | Investment Management | $93,418 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 13.16% | 12.33%+0.8pp | 8.32%+4.8pp | 17.84%-4.7pp |
| Employer contribution / active EE | $11,394 | $11,641-2.1% | $30,793-63.0% | $14,688-22.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |