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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON8+ years Service code 11 · EIN 94-1701048 | Actuarial | $205,376 |
BENEFIT PROGRAMS ADMINISTRATION8+ years Service code 14 · EIN 13-2501278 | Plan Administrator | $119,106 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $100,442 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $71,366 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,400 |
MILLER KAPLAN ARASE LLP4 years Service code 10 · EIN 95-2036255 | Accounting | $40,500 |
US BANK8+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $39,103 |
CALIBRE CPA GROUP PLLC2 years Service code 10 811 WILSHIRE BLVD STE 1450 · LOS ANGELES, CA 90017 | Accounting | $34,870 |
DECARLO & SHANLEY8+ years Filed as: DECARLO AND SHANLEY Service code 29 · EIN 95-4022565 | Legal | $14,634 |
US BANK8+ years Filed as: UNION BANK N.A. Service code 21 · EIN 94-0304228 | Bank Trustee | $11,159 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $3,299,877-100.0% | $337,745-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 44.1%-44.1pp | 2.3%-2.3pp |
| Annual return | -7.23% | 37.74%-45.0pp | 9.57%-16.8pp | 37.74%-45.0pp |
| Employer contribution / active EE | $8,989 | $15,788-43.1% | $39,758-77.4% | $15,788-43.1% |
| Participant deferral / active EE | $0 | $732-100.0% | $45-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $352,588-100.0% | $9,287-100.0% |