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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 16 CORPORATE PLAZA · NEWPORT BEACH, CA 92660 | Investment Management | $62,939 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 18401 VON KARMAN AVENUE · IRVINE, CA 92612 | Accounting | $18,150 |
SAN DIEGO PENSION CONSULTANTS3+ years Service code 13 · EIN 33-0461574 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $5,615 |
Participant 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,353 | $71,192+84.5% | $117,861+11.4% | $62,293+110.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.46% | 18.66%-6.2pp | 335.11%-322.6pp | 28.90%-16.4pp |
| Employer contribution / active EE | $4,667 | $1,934+141.3% | $3,786+23.2% | $2,042+128.5% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $567 | $587-3.5% | $8,021-92.9% | $479+18.2% |