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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 4160 DUBLIN BOULEVARD, SUITE 400 · DUBLIN, CA 94568 | Accounting | $639,435 |
Filed as: SIERRA INVESTMENT MANAGERS Service code 28 · EIN 68-0370668 | Investment Management | $480,232 |
SALTZMAN & JOHNSON4+ years Service code 29 · EIN 95-2376174 | Legal | $186,111 |
ULLICO4+ years Service code 28 · EIN 13-1423090 | Investment Management | $166,329 |
LINDQUIST LLP1 year Filed as: LINDQUIST CPA'S Service code 10 · EIN 52-2385296 | Accounting | $161,934 |
THE SEGAL COMPANY1 year Filed as: SEGAL CO Service code 17 · EIN 94-1503999 | Pension Consulting | $146,271 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $136,633 |
FOUNDRY PARTNERS4+ years Service code 28 · EIN 46-1184506 | Investment Management | $124,160 |
US BANK4+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $122,066 |
FIERA CAPITAL3 years Service code 28 · EIN 13-2726734 | Investment Management | $97,193 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -3.68% | 2.02%-5.7pp | -752.26%+748.6pp | 33.37%-37.0pp |
| Employer contribution / active EE | $11,521 | $12,422-7.2% | $31,802-63.8% | $11,253+2.4% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |