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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $761,537 |
SAN DIEGO ELECTRICAL ADMIN CORP.3+ years Service code 14 · EIN 72-1571046 | Plan Administrator | $578,199 |
Service code 28 · EIN 91-1042342 1200 SIXTH AVE. 700 · SEATTLE, WA 98101 | Investment Management | $546,783 |
CLEAN TECH3+ years Service code 28 · EIN 27-2389233 | Investment Management | $264,907 |
Service code 28 · EIN 31-1301863 303 BROADWAY, SUITE 1200 · CINCINNATI, OH 45202 | Investment Management | $199,928 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Filed as: TIMES SQUARE CAPITAL MANAGEMENT,LLC Service code 28 · EIN 20-1665304 | Investment Management | $158,796 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $144,455 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE ST. STE. 3800 · CHARLOTTE, NC 28202 | Investment Management | $134,337 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES,LLC Service code 17 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Pension Consulting | $125,000 |
VENUTI & ASSOCIATES3+ years Service code 11 · EIN 04-3721424 | Actuarial | $112,600 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 8.29% | -0.94%+9.2pp | -2.18%+10.5pp | 33.37%-25.1pp |
| Employer contribution / active EE | $3,899 | $12,464-68.7% | $38,751-89.9% | $11,253-65.4% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |