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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $67,611 |
VERUS2+ years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $50,000 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 10 STATE HOUSE SQ FL 15 · HARTFORD, CT 06103 | Investment Management | $42,368 |
HIGHMARK CAPITAL MANAGEMENT INC2+ years Filed as: HIGH MARK CAPITAL MANAGEMENT Service code 28 · EIN 94-3050577 | Investment Management | $22,742 |
REICH, ADELL & CVITAN2+ years Service code 29 · EIN 95-3082677 | Legal | $18,631 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $16,600 |
PACIFIC SOUTHWEST ADMINISTRATORS2+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $14,400 |
US BANK2+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $10,489 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $6,982 |
CLTFSC, LLC2+ years Filed as: CLTFSC, INC. Service code 49 · EIN 95-4773932 | Other Services | $5,926 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 6.16% | 3.49%+2.7pp | 4.16%+2.0pp | 7.18%-1.0pp |
| Employer contribution / active EE | $14,622 | $11,083+31.9% | $29,966-51.2% | $13,095+11.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |