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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION9+ years Service code 14 · EIN 13-2501278 | Plan Administrator | $907,706 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 51 · EIN 13-3040307 | Investment Mgmt Fees | $204,160 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $155,788 |
Filed as: BUSH GOTTLIEB Service code 29 801 N BRAND BLVD · GLENDALE, CA 91203 | Legal | $153,599 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $136,913 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN U.S.A. Service code 11 · EIN 91-0675641 | Actuarial | $103,923 |
US BANK9+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $80,313 |
ENHANCED RETIREMENT SOLUTIONS9+ years Filed as: ENHANCED INVESTMENT TECHNOLOGY Service code 51 · EIN 01-0614895 | Investment Mgmt Fees | $78,497 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $51,000 |
Service code 10 28296 CONSTELLATION RD · VALENCIA, CA 91355 | Accounting | $12,961 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $343,293-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 12.49% | 13.18%-0.7pp | 16.99%-4.5pp | 13.18%-0.7pp |
| Employer contribution / active EE | $2,495 | $8,469-70.5% | $26,485-90.6% | $8,469-70.5% |
| Participant deferral / active EE | $0 | $322-100.0% | $8-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |