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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.1+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 13 · EIN 91-0680697 1000 MARINA BLVD STE 400 · BRISBANE, CA 940051841 | Contract Administrator | $525,192 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94107 | Investment Management | $248,936 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 2400 EAST KATELLA · ANAHEIM, CA 92806 | Actuarial | $99,923 |
F.E. ROBERTSON1+ years Service code 16 · EIN 46-2727521 846 NORTH MONTEREY STREET · ALHAMBRA, CA 91801 | Consulting | $65,407 |
STEPHEN HORN INSURANCE SERVICES1+ years Filed as: STEPHEN A HORN INSURANCE SERVICES Service code 53 · EIN 94-3249244 120 GREEN STREET, STE 200 · SAN FRANCISCO, CA 941111302 | Insurance Commissions | $46,345 |
LATHROP GPM1+ years Filed as: LATHROP & GAGE LLP Service code 29 · EIN 44-0649536 2345 GRAND AVE STE 2500 · KANSAS CITY, MO 641082684 | Legal | $35,662 |
MAHRT & ASSOCIATES, PLLC1+ years Service code 10 · EIN 91-1873332 33308 13TH PLACE S STE 1 · FEDERAL WAY, WA 98003 | Accounting | $34,508 |
BEESON, TAYER & BODINE1+ years Filed as: BEESON TAYER & BODINE APC Service code 29 · EIN 94-3126136 483 NINTH ST, 2ND FLOOR · OAKLAND, CA 94607 | Legal | $32,450 |
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 18 · EIN 31-0841368 221 S FIGUEROA ST STE 210 · LOS ANGELES, CA 90012 | Custodial (other than securities) | $30,637 |
ALAN BILLER & ASSOCIATES1+ years Service code 27 · EIN 94-2854958 535 MIDDLEFLD RD STE 230 · IRVINE, CA 940253444 | Advisory (Plan) | $28,891 |
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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.
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 | $40,289-100.0% | $442,730-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 12.5%-12.5pp | 4.2%-4.2pp |
| Annual return | -4.64% | 10.64%-15.3pp | 4.72%-9.4pp | 10.64%-15.3pp |
| Employer contribution / active EE | $189 | $11,561-98.4% | $30,821-99.4% | $11,561-98.4% |
| Participant deferral / active EE | $0 | $347-100.0% | $113-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $2,146-100.0% | $312-100.0% |