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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 4160 DUBLIN BOULEVARD, SUITE 400 · DUBLIN, CA 94568 | Accounting | $675,449 |
Filed as: SIERRA INVESTMENT MANAGERS Service code 28 · EIN 68-0370668 | Investment Management | $553,743 |
LINDQUIST LLP3 years Filed as: LINDQUIST CPA'S Service code 10 · EIN 52-2385296 | Accounting | $294,434 |
SALTZMAN & JOHNSON6+ years Service code 29 · EIN 95-2376174 | Legal | $221,101 |
FOUNDRY PARTNERS6+ years Service code 28 · EIN 46-1184506 | Investment Management | $192,844 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $181,476 |
ULLICO6+ years Service code 28 · EIN 13-1423090 | Investment Management | $174,752 |
US BANK6+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $145,788 |
THE SEGAL COMPANY3 years Filed as: SEGAL CO Service code 17 · EIN 94-1503999 | Pension Consulting | $116,616 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 7501 WISCONSIN AVENUE, SUITE 1300W · BETHESDA, MD 20814 | Investment Management | $115,359 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 13.68% | 6.82%+6.9pp | 8.01%+5.7pp | 12.86%+0.8pp |
| Employer contribution / active EE | $10,169 | $12,695-19.9% | $29,476-65.5% | $13,687-25.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |