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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY11+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 16 CORPORATE PLAZA · NEWPORT BEACH, CA 92660 | Investment Management | $50,000 |
WRIGHT FORD YOUNG & CO3 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 16140 SAND CANYON AVENUE · IRVINE, CA 92618 | Accounting | $19,750 |
SAN DIEGO PENSION CONSULTANTS11+ years Service code 13 · EIN 33-0461574 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $6,505 |
13 funds of $250K or more; 14 lines in all, holding $12.8M of the plan's $13.5M. From the 2024 filing. Recordkeeper: SAN Diego Pension Consultants.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.