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| Provider | Service type | Compensation |
|---|---|---|
LORENA GONZALEZ3+ years Service code 30 · EIN 95-2238031 | Employee (plan) | $100,271 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 95-1503999 | Actuarial | $95,190 |
MIRNA VILLEGAS3+ years Service code 30 · EIN 95-2238031 | Employee (plan) | $83,320 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $61,740 |
GILBERT & SACKMAN3+ years Service code 29 · EIN 95-2906951 | Legal | $52,934 |
SELLWOOD CONSULTING LLC1 year Service code 27 · EIN 80-0827237 | Advisory (Plan) | $42,754 |
COMERICA BANK3+ years Service code 19 · EIN 95-2238031 | Securities Custodian | $38,654 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $20,225 |
IQ PLUS3+ years Service code 15 · EIN 95-2294751 | Recordkeeping | $10,088 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,197-100.0% | $15,289-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 20.0%-20.0pp | 4.7%-4.7pp |
| Annual return | 7.47% | -0.69%+8.2pp | -4.45%+11.9pp | -0.69%+8.2pp |
| Employer contribution / active EE | $5,721 | $16,786-65.9% | $36,974-84.5% | $16,786-65.9% |
| Participant deferral / active EE | $0 | $525-100.0% | $0 | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $740-100.0% | $124-100.0% |