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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) | $53,120 |
NATIONAL INVESTMENT SERVICES4 years Filed as: NATIONAL INVESTMENT SERVCIES INC. Service code 28 · EIN 80-0169636 777 EAST WISCONSIN AVE SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $48,158 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 1200 SIXTH AVENUE SUITE 700 · SEATTLE, WA 98101 | Investment Management | $25,409 |
SALTZMAN & JOHNSON1 year Filed as: SALTZMAN & JOHNSON, LAW CORPORATION Service code 29 · EIN 94-2376174 1141 HARBOR BAY PARKWAY SUITE 100 · ALAMEDA, CA 94502 | Legal | $20,818 |
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 |
Service code 70 · EIN 95-1997338 253 N LAKE AVENUE · PASADENA, CA 91101 | Consulting Fees | $12,000 |
US BANK7+ years Filed as: UNION BANK OF CALIFORNIA Service code 21 · EIN 94-1234797 PO BOX 513909 · LOS ANGELES, CA 90051 | Bank Trustee | $10,532 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 510 N VALLEY MILLS DRIVE 400 · WACO, TX 76710 | Securities Custodian | $5,563 |
WELLS FARGO BANK, N.A.2 years Service code 21 · EIN 94-1347393 550 S 4TH STREETMAC N9310-076 · MINNEAPOLIS, MN 55415 | Bank Trustee | $5,413 |
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 | $23,888 | $84,000-71.6% | $119,634-80.0% | $77,906-69.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 79.3%+20.7pp | 73.7%+26.3pp |
| Annual return | -4.14% | -11.59%+7.5pp | -14.98%+10.8pp | 12.16%-16.3pp |
| Employer contribution / active EE | $261 | $2,907-91.0% | $4,232-93.8% | $2,846-90.8% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $5,601-100.0% | $4,805-100.0% |
| Admin fee / account holder | $89 | $116-22.8% | $10,329-99.1% | $133-32.6% |