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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 14 1600 HARBOR BAY PARKWAY, SUITE 200 · ALAMEDA, CA 94502 | Plan Administrator | $282,733 |
IFM INVESTORS PTY LTD1 year Filed as: IFM GLOBAL Service code 28 114 WEST 47TH STREET, 19TH FLOOR · NEW YORK, NY 10036 | Investment Management | $179,100 |
NORTHERN CA CEMENT MASONS ADMIN3+ years Service code 14 · EIN 94-1583754 | Plan Administrator | $177,406 |
WHITE OAK GLOBAL ADVISORS, LLC3+ years Filed as: WHITE OAK Service code 28 88 KEARNEY STREET 4TH FLOOR · SAN FRANCISCO, CA 94108 | Investment Management | $158,588 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $150,000 |
HAMILTON LANE ADVISORS, LLC3+ years Filed as: HAMILTON LANE Service code 28 · EIN 23-2962336 | Investment Management | $130,316 |
SOUTHERN SUN ASSET MANAGEMENT3+ years Service code 28 · EIN 27-2990431 | Investment Management | $115,154 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENTS Service code 22 · EIN 68-0370668 | Insurance Broker | $106,016 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MGMT Service code 28 · EIN 25-1442864 | Investment Management | $103,068 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $96,874 |
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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 | $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 | 8.00% | 2.02%+6.0pp | -752.26%+760.3pp | 33.37%-25.4pp |
| Employer contribution / active EE | $17,979 | $12,422+44.7% | $31,802-43.5% | $11,253+59.8% |
| 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% |