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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 95-2159333 9901 PARAMOUNT BLVD., SUITE 211 · DOWNEY, CA 90240 | Contract Administrator | $90,937 |
MCMORGAN & COMPANY LLC1+ years Filed as: MCMORGAN COMPANY Service code 27 · EIN 95-1650768 425 MARKET STREET, SUITE 1600 · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $56,525 |
US BANK1+ years Service code 19 · EIN 31-0841368 221 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $23,196 |
BERNARD KOTKIN & COMPANY LLP1+ years Filed as: BERNARD KOTKIN CO., LLP Service code 10 · EIN 95-2556670 533 S FREMONT AVE., SUITE 802 · LOS ANGELES, CA 90071 | Accounting | $15,057 |
DECARLO & SHANLEY1+ years Filed as: DECARLO, CONNER, SHANLEY Service code 29 · EIN 95-4022565 533 SOUTH FREMONT AVE. 9TH FLOOR · LOS ANGELES, CA 90071 | Legal | $7,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,565 | $82,683-90.9% | $133,975-94.4% | $65,292-88.4% |
| Participation rate | 60.6% | 87.3%-26.7pp | 87.1%-26.5pp | 72.4%-11.8pp |
| Annual return | 4.72% | 9.63%-4.9pp | 29.29%-24.6pp | 11.84%-7.1pp |
| Employer contribution / active EE | $113 | $3,583-96.8% | $5,211-97.8% | $2,302-95.1% |
| Participant deferral / active EE | $0 | $5,190-100.0% | $6,282-100.0% | $3,579-100.0% |
| Admin fee / account holder | $54 | $66-18.0% | $9,324-99.4% | $57-6.1% |