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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 4160 DUBLIN BOULEVARD, SUITE 400 · DUBLIN, CA 94568 | Accounting | $657,661 |
Filed as: SIERRA INVESTMENT MANAGERS Service code 28 · EIN 68-0370668 | Investment Management | $525,668 |
LINDQUIST LLP2 years Filed as: LINDQUIST CPA'S Service code 10 · EIN 52-2385296 | Accounting | $234,456 |
SALTZMAN & JOHNSON5+ years Service code 29 · EIN 95-2376174 | Legal | $228,167 |
ULLICO5+ years Service code 28 · EIN 13-1423090 | Investment Management | $172,965 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $157,979 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 7501 WISCONSIN AVENUE, SUITE 1300W · BETHESDA, MD 20814 | Investment Management | $156,183 |
US BANK5+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $129,582 |
THE SEGAL COMPANY2 years Filed as: SEGAL CO Service code 17 · EIN 94-1503999 | Pension Consulting | $121,660 |
FOUNDRY PARTNERS5+ years Service code 28 · EIN 46-1184506 | Investment Management | $116,387 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 15.96% | 12.20%+3.8pp | 10.56%+5.4pp | 21.83%-5.9pp |
| Employer contribution / active EE | $11,246 | $12,801-12.1% | $30,199-62.8% | $12,237-8.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |