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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 95-3084599 131 N EL MOLINO AVENUE SUITE 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) | $54,983 |
NATIONAL INVESTMENT SERVICES3 years Filed as: NATIONAL INVESTMENT SERVCIES INC. Service code 28 · EIN 80-0169636 777 EAST WISCONSIN AVE SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $40,154 |
SCHWARTZ, STEINSAPIR, ET AL4 years Filed as: SCHWARTZ, STEINSAPIR & SOMMERS Service code 29 · EIN 95-2077781 6300 WILSHIRE BLVD · LOS ANGELES, CA 90048 | Legal | $26,512 |
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 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 1200 SIXTH AVENUE SUITE 700 · SEATTLE, WA 98101 | Investment Management | $17,950 |
Service code 70 · EIN 95-1997338 253 N LAKE AVENUE · PASADENA, CA 91101 | Consulting Fees | $12,000 |
US BANK6+ years Filed as: UNION BANK OF CALIFORNIA Service code 21 · EIN 94-1234797 PO BOX 513909 · LOS ANGELES, CA 90051 | Bank Trustee | $11,233 |
WELLS FARGO BANK, N.A.1 year Service code 21 · EIN 94-1347393 550 S 4TH STREETMAC N9310-076 · MINNEAPOLIS, MN 55415 | Bank Trustee | $10,025 |
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 | $27,017 | $91,746-70.6% | $146,647-81.6% | $93,010-71.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 80.1%+19.9pp | 73.9%+26.1pp |
| Annual return | 21.40% | 18.28%+3.1pp | 22.75%-1.4pp | 158.70%-137.3pp |
| Employer contribution / active EE | $315 | $2,815-88.8% | $4,137-92.4% | $2,705-88.4% |
| Participant deferral / active EE | $0 | $4,589-100.0% | $5,506-100.0% | $4,561-100.0% |
| Admin fee / account holder | $84 | $101-17.3% | $10,281-99.2% | $152-44.9% |