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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 13-5674085 | Sub-transfer agency fees; Float reven... | $601,848 |
MILLIMAN, INC.5 years Service code 11 · EIN 91-0675641 | Actuarial | $178,855 |
Filed as: FIDELITY INVESTMENTS Service code 27 · EIN 04-2882358 | Advisory (Plan) | $58,982 |
Filed as: HOLTHOUSE CARLIN & VAN TRIGT Service code 10 · EIN 95-4345526 | Accounting | $24,500 |
Filed as: ROLAND G SIMPSON, A LAW CORPORATION Service code 29 811 WILSHIRE BOULEVARD · LOS ANGELES, CA 900172606 | Legal | $5,913 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 10.01% | 7.94%+2.1pp | 9.78%+0.2pp | 11.84%-1.8pp |
| Employer contribution / active EE | $48,925 | $42,390+15.4% | $46,889+4.3% | $17,339+182.2% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |