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| Provider | Service type | Compensation |
|---|---|---|
SAN DIEGO ELECTRICAL ADMIN CORP.8+ years Service code 14 · EIN 72-1571046 | Plan Administrator | $692,780 |
Service code 28 · EIN 91-1042342 1200 SIXTH AVE. 700 · SEATTLE, WA 98101 | Investment Management | $545,311 |
TODD INVESTMENT ADVISORS3 years Service code 28 · EIN 61-0954294 | Investment Management | $307,478 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $184,637 |
INVESTMENT PERFORMANCE SERVICES8+ years Filed as: INVESTMENT PERFORMANCE SERVICES,LLC Service code 17 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Pension Consulting | $151,327 |
CLEAN TECH8+ years Service code 28 · EIN 27-2389233 | Investment Management | $122,328 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLIN TEMPLETON INSTITUTIONAL LL Service code 28 · EIN 94-3411725 600 FIFTH AVE. · NEW YORK, NY 10020 | Investment Management | $113,201 |
Filed as: LAQUER, URBAN, CLIFFORD,& HODGE LLP Service code 29 · EIN 95-4047729 | Legal | $112,779 |
NWPS1 year Filed as: NWPS ACTUARY SERVICES, INC Service code 11 · EIN 04-3721424 160 W SANTA CLARA ST SUITE 1550 · SAN JOSE, CA 95113 | Actuarial | $104,818 |
PMG ADVISORS3 years Service code 28 · EIN 23-2837989 | Investment Management | $73,762 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 7.93% | 7.95%0pp | 20.18%-12.2pp | 9.11%-1.2pp |
| Employer contribution / active EE | $6,943 | $14,684-52.7% | $29,108-76.1% | $12,231-43.2% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |