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| Provider | Service type | Compensation |
|---|---|---|
SAN DIEGO ELECTRICAL ADMIN CORP.6+ years Service code 14 · EIN 72-1571046 | Plan Administrator | $553,594 |
Service code 28 · EIN 91-1042342 | Investment Management | $478,148 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN TEMPLETON INSTITUTIONAL Service code 28 · EIN 94-3411725 | Investment Management | $311,713 |
Service code 28 · EIN 31-1301863 | Investment Management | $302,363 |
TODD INVESTMENT ADVISORS1 year Service code 28 · EIN 61-0954294 | Investment Management | $251,959 |
Filed as: TIMES SQUARE CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-1665304 | Investment Management | $239,714 |
CLEAN TECH6+ years Service code 28 · EIN 27-2389233 | Investment Management | $196,677 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $188,133 |
Filed as: BAIRD INV. MGMT Service code 28 · EIN 39-6037917 | Investment Management | $160,806 |
WEDGE CAPITAL MANAGEMENT6+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $151,557 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 20.48% | 19.37%+1.1pp | 11.08%+9.4pp | 15.63%+4.9pp |
| Employer contribution / active EE | $5,682 | $13,107-56.7% | $28,418-80.0% | $11,476-50.5% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |