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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $63,840 |
VENUTI & ASSOCIATES1+ years Service code 11 · EIN 04-3721424 | Actuarial | $26,400 |
BERLA INVESTMENT CONSULTING1+ years Service code 27 35 QUAIL CT · WALNUT CREEK, CA 94596 | Advisory (Plan) | $25,167 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $22,494 |
Service code 29 · EIN 94-2576729 | Legal | $21,260 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $18,633 |
IBEW LOCAL 6841+ years Service code 14 · EIN 94-0299573 | Plan Administrator | $14,130 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -1.67% | 3.49%-5.2pp | 4.16%-5.8pp | 7.18%-8.9pp |
| Employer contribution / active EE | $11,179 | $11,083+0.9% | $29,966-62.7% | $13,095-14.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |