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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.2+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 13 · EIN 91-0680697 1000 MARINA BLVD STE 400 · BRISBANE, CA 940152666 | Contract Administrator | $535,620 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94107 | Investment Management | $293,904 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 2400 EAST KATELLA · ANAHEIM, CA 92806 | Actuarial | $98,544 |
F.E. ROBERTSON2+ years Service code 16 · EIN 46-2727521 846 NORTH MONTEREY STREET · ALHAMBRA, CA 91801 | Consulting | $61,014 |
STEPHEN HORN INSURANCE SERVICES2+ 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 | $40,551 |
LATHROP GPM2+ years Filed as: LATHROP & GAGE LLP Service code 29 · EIN 44-0649536 2345 GRAND AVE STE 2500 · KANSAS CITY, MO 641082684 | Legal | $36,485 |
BEESON, TAYER & BODINE2+ years Filed as: BEESON TAYER & BODINE APC Service code 29 · EIN 94-3126136 483 NINTH ST, 2ND FLOOR · OAKLAND, CA 94607 | Legal | $34,162 |
US BANK2+ 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) | $34,159 |
MAHRT & ASSOCIATES, PLLC2+ years Service code 10 · EIN 91-1873332 33308 13TH PLACE S STE 1 · FEDERAL WAY, WA 98003 | Accounting | $31,978 |
ALAN BILLER & ASSOCIATES2+ years Service code 27 · EIN 94-2854958 535 MIDDLEFLD RD STE 230 · IRVINE, CA 940253444 | Advisory (Plan) | $31,518 |
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Employer contribution per participant 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 | $14,491,905-100.0% | $85,985-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 19.2%-19.2pp | 5.3%-5.3pp |
| Annual return | 13.25% | 1057.21%-1044.0pp | 14.20%-1.0pp | 1057.21%-1044.0pp |
| Employer contribution / active EE | $202 | $14,374-98.6% | $27,968-99.3% | $14,374-98.6% |
| Participant deferral / active EE | $0 | $351-100.0% | $576-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $6,028-100.0% | $81,210-100.0% |