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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE1+ years Service code 28 · EIN 13-3894989 345 PARK AVENUE 28TH FLOOR · NEW YORK, NY 10154 | Investment Management | $132,124 |
MARCO CONSULTING GROUP1+ years Service code 27 · EIN 36-3555078 550 W WASHINGTON BLVD SUITE 900 · CHICAGO, IL 60661 | Advisory (Plan) | $129,506 |
Service code 13 · EIN 95-3142450 3008 SILLECT AVENUE, SUITE 100 · BAKERSFIELD, CA 93308 | Contract Administrator | $120,606 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 330 N BRAND · GLENDAL, CA 91203 | Actuarial | $84,962 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA/TEMPLETON INTERNATIONAL Service code 28 · EIN 51-6568908 101 YGNACIO VALLEY ROAD SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $53,507 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT Service code 28 · EIN 68-0370668 101 YOMACIO VALLEY ROAD SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $44,015 |
TIFFANY LENA1+ years Service code 29 · EIN 56-0452052 1670 SAGEWOOD WAY · SAN MARCOS, CA 92078 | Legal | $41,492 |
US BANK1+ years Service code 19 · EIN 31-0841368 221 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $33,620 |
BOSTON TRUST WALDEN COMPANY1+ years Filed as: BOSTON TRUST AND INVESTMENT Service code 28 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $30,597 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY TRUST INTERNATIONAL Service code 28 · EIN 13-6122956 600 FIFTH AVENUE · NEW YORK, NY 10020 | Investment Management | $22,212 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -1.28% | 0.68%-2.0pp | -1.61%+0.3pp | -0.60%-0.7pp |
| Employer contribution / active EE | $12,746 | $10,568+20.6% | $30,840-58.7% | $12,272+3.9% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |