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| Provider | Service type | Compensation |
|---|---|---|
SAN DIEGO ELECTRICAL ADMIN CORP.1+ years Service code 14 · EIN 72-1571046 | Plan Administrator | $584,650 |
CLEAN TECH1+ years Service code 28 · EIN 27-2389233 | Investment Management | $534,137 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $411,252 |
Service code 28 · EIN 91-1042342 1200 SIXTH AVE. 700 · SEATTLE, WA 98101 | Investment Management | $394,644 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 901 S. BOND ST. STE. 400 · BALTIMORE, MD 21231 | Investment Management | $191,914 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE ST. STE. 3800 · CHARLOTTE, NC 28202 | Investment Management | $142,759 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $132,650 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES,LLC Service code 17 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Pension Consulting | $125,000 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMES SQUARE CAPITAL MANAGEMENT,LLC Service code 27 · EIN 20-1665304 | Advisory (Plan) | $116,411 |
Service code 28 · EIN 31-1301863 303 BROADWAY, SUITE 1200 · CINCINNATI, OH 45202 | Investment Management | $88,894 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 7.73% | 6.13%+1.6pp | 4.74%+3.0pp | 9.19%-1.5pp |
| Employer contribution / active EE | $3,223 | $10,206-68.4% | $36,089-91.1% | $12,608-74.4% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |