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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) | $46,332 |
SCHWARTZ, STEINSAPIR, ET AL2 years Filed as: SCHWARTZ, STEINSAPIR & SOMMERS Service code 29 · EIN 95-2077781 6300 WILSHIRE BLVD · LOS ANGELES, CA 90048 | Legal | $43,153 |
Filed as: NATIONAL INVESTMENT SERVCIES INC. Service code 28 · EIN 80-0169636 777 EAST WISCONSIN AVE SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $32,694 |
US BANK4+ years Service code 21 · EIN 31-0841368 221 SOUTH FIGUEROA STREET 210 · LOS ANGELES, CA 90012 | Bank Trustee | $26,284 |
Filed as: MC MENOMY & ASSOCIATES CPAS LLP Service code 10 · EIN 46-1559312 876 N MOUNTAIN AVENUE SUTIE 105 · UPLAND, CA 91786 | Accounting | $20,600 |
EUGENE ROBINSON CO. INC.2 years Service code 70 · EIN 95-1997338 711 WEST CAMINO REAL · ARCADIA, CA 91077 | Consulting Fees | $12,000 |
US BANK4+ years Filed as: UNION BANK OF CALIFORNIA Service code 21 · EIN 94-1234797 PO BOX 513909 · LOS ANGELES, CA 90051 | Bank Trustee | $8,673 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $21,286 | $73,125-70.9% | $125,195-83.0% | $77,775-72.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 79.8%+20.2pp | 73.2%+26.8pp |
| Annual return | 6.48% | 24.71%-18.2pp | 43.79%-37.3pp | 32.58%-26.1pp |
| Employer contribution / active EE | $324 | $2,413-86.6% | $3,866-91.6% | $2,504-87.1% |
| Participant deferral / active EE | $0 | $3,966-100.0% | $4,937-100.0% | $3,966-100.0% |
| Admin fee / account holder | $79 | $89-11.3% | $9,704-99.2% | $100-20.7% |