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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS1+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $445,344 |
Filed as: FIDELITY ASSET MANAGEMENT TRUST CO. Service code 28 · EIN 04-3532603 | Investment Management | $225,236 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $187,735 |
GLOBEFLEX CAPITAL LP1+ years Filed as: GLOBEFLEX CAPITAL, LP Service code 28 · EIN 33-0597629 | Investment Management | $184,872 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES, INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $171,197 |
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 · EIN 44-0640487 | Investment Management | $163,434 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES, INC Service code 11 · EIN 26-1370698 | Actuarial | $119,158 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $102,111 |
Service code 28 · EIN 95-3703295 | Investment Management | $82,778 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MGT Service code 28 · EIN 51-0412248 | Investment Management | $78,982 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 5.27% | 3.63%+1.6pp | 4.16%+1.1pp | 9.19%-3.9pp |
| Employer contribution / active EE | $8,296 | $11,363-27.0% | $29,966-72.3% | $12,608-34.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |