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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) | $55,478 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 1200 SIXTH AVENUE SUITE 700 · SEATTLE, WA 98101 | Investment Management | $50,373 |
NATIONAL INVESTMENT SERVICES6 years Filed as: NATIONAL INVESTMENT SERVCIES INC. Service code 28 · EIN 80-0169636 777 EAST WISCONSIN AVE SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $37,470 |
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 |
FRANKLIN TEMPLETON1 year Filed as: CLARION LION PROPERTIES FUND Service code 28 · EIN 13-4087331 230 PARK AVENUE 12TH FLOOR · NEW YORK, NY 10169 | Investment Management | $17,437 |
Service code 70 · EIN 95-1997338 253 N LAKE AVENUE · PASADENA, CA 91101 | Consulting Fees | $12,000 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 PO BOX 10317 · DES MOINES, IA 503060317 | Securities Custodian | $11,800 |
FRANKLIN TEMPLETON1 year Filed as: CLARION LION INDUSTRIAL TRUST Service code 28 · EIN 13-4087331 230 PARK AVENUE 12TH FLOOR · NEW YORK, NY 10169 | Investment Management | $10,760 |
SALTZMAN & JOHNSON1 year Filed as: SALTZMAN & JOHNSON LAW CORPORATION Service code 29 · EIN 94-2376174 7 W 41ST AVENUE SUITE 410 · SAN MATEO, CA 94403 | Legal | $9,428 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,072 | $89,465-72.0% | $165,071-84.8% | $77,736-67.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 11.44% | 28.86%-17.4pp | 70.17%-58.7pp | 31.26%-19.8pp |
| Employer contribution / active EE | $2,743 | $2,565+6.9% | $4,347-36.9% | $2,728+0.5% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $108 | $340-68.2% | $12,695-99.1% | $433-75.1% |