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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HEALTH SERVICES & BENEFIT ADMIN INC Service code 14 · EIN 94-3089465 | Plan Administrator | $361,500 |
ZENITH AMERICAN SOLUTIONS7 years Service code 14 1141 HARBOR BAY PKWY, SUITE 100 · ALAMEDA, CA 94502 | Plan Administrator | $198,912 |
Filed as: NO CALIFORNIA CEMENT MASONS ADMIN Service code 14 · EIN 94-1583754 | Plan Administrator | $185,972 |
SEGALL BRYANT & HAMILL1 year Service code 28 · EIN 41-1788385 | Investment Management | $155,219 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE CAPITAL Service code 28 · EIN 25-1442864 | Investment Management | $154,678 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: SIERRA INVESTMENTS Service code 28 · EIN 68-0370668 | Investment Management | $153,518 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $150,000 |
COLUMBIA2 years Filed as: COLUMBIA THREAD NEEDLE Service code 28 P.O. BOX 219104 · KANSAS CITY, MO 64121 | Investment Management | $149,956 |
US BANK8+ years Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $131,859 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $130,000 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 5.68% | 7.95%-2.3pp | 20.18%-14.5pp | 9.11%-3.4pp |
| Employer contribution / active EE | $17,442 | $14,684+18.8% | $29,108-40.1% | $12,231+42.6% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |