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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON7+ years Service code 11 · EIN 94-1701048 | Actuarial | $146,860 |
BENEFIT PROGRAMS ADMINISTRATION7+ years Service code 10 · EIN 13-2501278 | Accounting | $116,770 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $81,622 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $76,573 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $49,193 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,400 |
US BANK7+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $37,436 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $30,500 |
CALIBRE CPA GROUP PLLC1 year Service code 10 811 WILSHIRE BLVD STE 1450 · LOS ANGELES, CA 90017 | Accounting | $13,000 |
DECARLO & SHANLEY7+ years Filed as: DECARLO AND SHANLEY Service code 29 · EIN 95-4022565 | Legal | $11,867 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $164,233-100.0% | $104,068-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 0.0%0pp |
| Annual return | 8.93% | 2.77%+6.2pp | -10.12%+19.1pp | 2.77%+6.2pp |
| Employer contribution / active EE | $8,981 | $15,262-41.2% | $47,166-81.0% | $15,262-41.2% |
| Participant deferral / active EE | $0 | $691-100.0% | $492-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,025-100.0% | $1,015-100.0% |