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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP2+ years Service code 27 · EIN 36-3555078 550 W WASHINGTON BLVD SUITE 900 · CHICAGO, IL 60661 | Advisory (Plan) | $209,985 |
Service code 13 · EIN 95-3142450 3008 SILLECT AVENUE, SUITE 100 · BAKERSFIELD, CA 93308 | Contract Administrator | $134,380 |
BLACKSTONE2+ years Service code 28 · EIN 13-3894989 345 PARK AVENUE 28TH FLOOR · NEW YORK, NY 10154 | Investment Management | $103,555 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 330 N BRAND · GLENDAL, CA 91203 | Actuarial | $63,860 |
TIFFANY LENA2+ years Service code 29 · EIN 56-0452052 1670 SAGEWOOD WAY · SAN MARCOS, CA 92078 | Legal | $39,195 |
US BANK2+ years Service code 19 · EIN 31-0841368 221 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $26,860 |
BERNARD KOTKIN & COMPANY LLP2+ years Filed as: BERNARD KOTKIN AND COMPANY LLP Service code 10 · EIN 95-2556670 533 S FREMONT AVE SUITE 802 · LOS ANGELES, CA 90071 | Accounting | $16,758 |
MICHAEL F. YATES & COMPANY, INC.2+ years Filed as: MICHAEL SUROWITZ Service code 10 · EIN 26-2336426 28026 DRYWELL CIR · CASTAIC, CA 913842581 | Accounting | $5,781 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 4.64% | 3.49%+1.1pp | 4.16%+0.5pp | 7.18%-2.5pp |
| Employer contribution / active EE | $20,420 | $11,083+84.3% | $29,966-31.9% | $13,095+55.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |