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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRONWORKERS EMPLOYEES' BENEFIT CORP Service code 13 · EIN 95-3084599 131 N. EL MOLINO AVE, STE 330 · PASADENA, CA 91101 | Contract Administrator | $2,206,199 |
PETRA CONSULTING GROUP, INC1+ years Service code 16 · EIN 95-4308045 787 GREENRIDGE DRIVE · LA CANADA, CA 91011 | Consulting | $321,565 |
SCHWARTZ, STEINSAPIR, ET AL1+ years Filed as: SCHWARTZ,STEINSAPIR,DOHRMANN Service code 29 · EIN 56-9588907 6300 WILSHIRE BLVD, STE 2000 · LOS ANGELES, CA 90048 | Legal | $106,787 |
RVK, INC.1+ years Filed as: R.V.KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 1211 SW 5TH AVENUE, SUITE 900 · PORTLAND, OR 972043709 | Advisory (Plan) | $78,760 |
MELISSA W. COOK & ASSOCIATES1+ years Service code 29 · EIN 95-3245809 3444 CAMINO DEL RIO NORTH, STE 106 · SAN DIEGO, CA 92108 | Legal | $76,412 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 1000 LAKES DRIVE, SUITE 250 · WEST COVINA, CA 91790 | Bank Trustee | $48,959 |
KRAW LAW GROUP1+ years Service code 29 · EIN 32-0465891 605 ELLIS STREET, SUITE 200 · MOUNTAIN VIEW, CA 94043 | Legal | $41,180 |
BERNARD KOTKIN & COMPANY LLP1+ years Filed as: BERNARD KOTKIN AND COMPANY LLP Service code 10 · EIN 95-2556670 533 SOUTH FREMONT AVE, STE 802 · LOS ANGELES, CA 90071 | Accounting | $29,535 |
TREASURE SEARCH PARNTERS1+ years Filed as: TREASURE SEARCH PARTNERS Service code 99 · EIN 47-4192180 2528 SUTTER ST · SAN FRANCISCO, CA 94115 | Other Fees | $16,576 |
ROBERT HALF1+ years Filed as: ROBERT HALF INTERNATIONAL,INC Service code 99 · EIN 94-1648752 10960 WILSHIRE BLVD 900 · LOS ANGELES, CA 90024 | Other Fees | $8,738 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,595 | $51,897-41.0% | $84,753-63.9% | $329,111-90.7% |
| Participation rate | 94.5% | 73.2%+21.3pp | 76.6%+17.9pp | 67.9%+26.7pp |
| Annual return | -1.67% | 11.82%-13.5pp | 22.78%-24.5pp | 16.35%-18.0pp |
| Employer contribution / active EE | $1,959 | $3,022-35.2% | $3,574-45.2% | $2,303-15.0% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $3,712-100.0% | $3,682-100.0% |
| Admin fee / account holder | $135 | $97+39.6% | $5,333-97.5% | $754-82.0% |