| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 95-3687194 | Contract Administrator | $6,991,036 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 | Investment Management | $2,171,358 |
DECARLO & SHANLEY4 years Filed as: SHANLEY APC Service code 29 · EIN 87-3029070 | Legal | $1,304,839 |
ALAN BILLER & ASSOCIATES10+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $972,500 |
CHEIRON9 years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $882,223 |
NOSSAMAN LLP1 year Service code 29 777 SOUTH FIGUEROA STREET, 34TH FLO · LOS ANGELES, CA 90017 | Legal | $617,196 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $419,084 |
US BANK10+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $390,978 |
Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $352,462 |
CALIBRE CPA GROUP PLLC8 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $261,620 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 65.64% | 10.11%+55.5pp | 8.10%+57.5pp | 8.85%+56.8pp |
| Employer contribution / active EE | $6,040 | $12,795-52.8% | $28,649-78.9% | $8,529-29.2% |
| Participant deferral / active EE | $0 | $1-100.0% | $10-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |