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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.3+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 13 · EIN 91-0680697 1000 MARINA BLVD STE 400 · BRISBANE, CA 940152666 | Contract Administrator | $550,800 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94107 | Investment Management | $220,424 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 19200 VON KAR AVE STE 950 · IRVINE, CA 92612 | Actuarial | $93,614 |
BEESON, TAYER & BODINE3+ years Filed as: BEESON TAYER & BODINE APC Service code 29 · EIN 94-3126136 483 NINTH ST STE 200 · OAKLAND, CA 94607 | Legal | $47,710 |
STEPHEN HORN INSURANCE SERVICES3+ years Filed as: STEPHEN A HORN INSURANCE SERVICES Service code 53 · EIN 94-3249244 37 GRAHAM ST STE 110 · SAN FRANCISCO, CA 94129 | Insurance Commissions | $40,739 |
LATHROP GPM3+ years Filed as: LATHROP & GAGE LLP Service code 29 · EIN 44-0649536 2345 GRAND BOULEVARD · KANSAS CITY, MO 641082618 | Legal | $39,205 |
US BANK3+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 18 · EIN 31-0841368 P.O. BOX 70870 · ST PAUL, MN 551709703 | Custodial (other than securities) | $37,225 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN D BILLER & ASSOCIATES INC Service code 27 · EIN 94-2854958 535 MIDDLEFLD RD STE 230 · MENLO PARK, CA 940253444 | Advisory (Plan) | $32,299 |
F.E. ROBERTSON3+ years Service code 16 · EIN 46-2727521 846 NORTH MONTEREY STREET · ALHAMBRA, CA 91801 | Consulting | $31,500 |
MAHRT & ASSOCIATES, PLLC3+ years Service code 10 · EIN 91-1873332 33308 13TH PLACE S STE 1 · FEDERAL WAY, WA 98003 | Accounting | $31,241 |
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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 | $7,764,297-100.0% | $280,855-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | 4.05% | -1.95%+6.0pp | -0.70%+4.7pp | -1.95%+6.0pp |
| Employer contribution / active EE | $212 | $9,243-97.7% | $28,903-99.3% | $9,243-97.7% |
| Participant deferral / active EE | $0 | $425-100.0% | $148-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,852-100.0% | $62,356-100.0% |