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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Service code 14 1600 HARBOR BAY PARKWAY, SUITE 200 · ALAMEDA, CA 94502 | Plan Administrator | $365,224 |
NORTHERN CA CEMENT MASONS ADMIN7+ years Service code 14 · EIN 94-1583754 | Plan Administrator | $221,076 |
US BANK7+ years Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $195,851 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $182,189 |
THE SEGAL COMPANY1 year Filed as: SEGAL BRYANT & HAMILTON Service code 28 · EIN 41-1788385 | Investment Management | $180,025 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: SIERRA INVESTMENTS Service code 28 · EIN 68-0370668 | Investment Management | $163,566 |
Service code 28 4250 EXECUTIVE SQUARE 545 · LA JOLLA, CA 92037 | Investment Management | $144,649 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 · EIN 94-1503999 | Actuarial | $107,146 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,000 |
WHITE OAK GLOBAL ADVISORS, LLC7+ years Filed as: WHITE OAK Service code 28 · EIN 26-0340395 | Investment Management | $96,854 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -5.69% | -7.95%+2.3pp | -5.85%+0.2pp | 23.41%-29.1pp |
| Employer contribution / active EE | $17,338 | $13,972+24.1% | $31,839-45.5% | $12,650+37.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |