Filed September 25, 2024 (most recent of 5 filings on file)
Total covered: 882 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $573,582 |
Filed as: BANK OF AMERICA, NA Service code 21 · EIN 94-1687665 | Bank Trustee | $248,530 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT Service code 28 PO BOX 219104 · KANSAS CITY, MO 641219104 | Investment Management | $220,926 |
IVINS, PHILLIPS & BARKER4+ years Filed as: IVINS PHILLIP & BARKER Service code 29 · EIN 52-1229560 | Legal | $129,056 |
JACOBS & COMPANY4+ years Filed as: JACOBS ENGINEERING GROUP INC Service code 14 · EIN 95-4081636 | Plan Administrator | $78,268 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 18 · EIN 93-6162267 | Custodial (other than securities); In... | $72,914 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $46,189 |
Filed as: LEGAL & GENEARL INVESTMENT MGMT Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $30,981 |
ANGELES INVESTMENT ADVISORS, LLC4+ years Filed as: ANGELES INVESTMENT ADVISORS LLC Service code 27 429 SANTA MONICA BLVD. · SANTA MONICA, CA 90401 | Advisory (Plan) | $22,500 |
ERNST & YOUNG LLP4+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $20,450 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 128.48% | 17.70%+110.8pp | 13.48%+115.0pp | 53.27%+75.2pp |
| Employer contribution / active EE | $0 | $40,511-100.0% | $47,067-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |