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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 95-3084599 131 N EL MOLINO AVENUE SUTEI 330 · PASADENA, CA 91101 | Contract Administrator | $72,150 |
Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 720 E BUTTERFIELD ROAD SUITE 360 · LOMBARD, IL 60148 | Advisory (Plan) | $52,227 |
Filed as: SCHWARTZ, STEINSAPIR & SOMMERS Service code 29 · EIN 95-2077781 6300 WILSHIRE BLVD · LOS ANGELES, CA 90048 | Legal | $34,974 |
Filed as: PENSION BENEFIT INFORMATION LLC Service code 38 · EIN 82-2042737 333 S 7TH STREET SUITE 300 · MINNEAPOLIS, MN 55402 | Participant Communication | $34,036 |
US BANK3+ years Service code 21 · EIN 31-0841368 221 SOUTH FIGUEROA STREET 210 · LOS ANGELES, CA 90012 | Bank Trustee | $26,082 |
BERNARD KOTKIN & COMPANY LLP3+ years Service code 10 · EIN 95-2556670 533 S FREMONT AVENUE SUITE 820 · LOS ANGELES, CA 90071 | Accounting | $20,600 |
EUGENE ROBINSON CO. INC.1 year Service code 70 · EIN 95-1997338 711 WEST CAMINO REAL · ARCADIA, CA 91077 | Consulting Fees | $12,000 |
ASB CAPITAL MANAGEMENT3+ years Service code 27 · EIN 52-2037618 7501 WISCONSIN AVENUE 14TH FLOOR · BETHESDA, MD 20814 | Advisory (Plan) | $11,064 |
US BANK3+ years Filed as: UNION BANK OF CALIFORNIA Service code 21 · EIN 94-1234797 PO BOX 513909 · LOS ANGELES, CA 90051 | Bank Trustee | $8,714 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,349 | $64,311-68.4% | $110,243-81.5% | $75,289-73.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 79.8%+20.2pp | 72.4%+27.6pp |
| Annual return | 9.14% | -1.74%+10.9pp | 314.76%-305.6pp | -0.04%+9.2pp |
| Employer contribution / active EE | $285 | $2,404-88.1% | $3,827-92.5% | $2,405-88.1% |
| Participant deferral / active EE | $0 | $3,892-100.0% | $4,672-100.0% | $3,739-100.0% |
| Admin fee / account holder | $80 | $88-8.2% | $8,548-99.1% | $102-21.4% |