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| Provider | Service type | Compensation |
|---|---|---|
SAN DIEGO ELECTRICAL ADMIN CORP.9+ years Service code 14 · EIN 72-1571046 | Plan Administrator | $810,219 |
Service code 28 · EIN 91-1042342 1200 SIXTH AVE. 700 · SEATTLE, WA 98101 | Investment Management | $502,913 |
TODD INVESTMENT ADVISORS4 years Service code 28 · EIN 61-0954294 | Investment Management | $345,014 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $239,711 |
INVESTMENT PERFORMANCE SERVICES9+ years Filed as: INVESTMENT PERFORMANCE SERVICES,LLC Service code 17 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Pension Consulting | $167,933 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLIN TEMPLETON INSTITUTIONAL LL Service code 28 · EIN 94-3411725 600 FIFTH AVE. · NEW YORK, NY 10020 | Investment Management | $163,263 |
Filed as: LAQUER, URBAN, CLIFFORD,& HODGE LLP Service code 29 · EIN 95-4047729 | Legal | $133,941 |
NWPS2 years Filed as: NWPS ACTUARY SERVICES, INC Service code 11 · EIN 04-3721424 160 W SANTA CLARA ST SUITE 1550 · SAN JOSE, CA 95113 | Actuarial | $96,082 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF SAN DIEGO Service code 10 · EIN 81-3391684 2020 CAMINO DEL RIO N. STE 1000 · SAN DIEGO, CA 92108 | Accounting | $42,001 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 52 · EIN 36-1561860 | Indirect Investment Fees | $32,958 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | 17.72% | 10.33%+7.4pp | 8.10%+9.6pp | 9.30%+8.4pp |
| Employer contribution / active EE | $7,814 | $14,972-47.8% | $28,649-72.7% | $12,551-37.7% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |