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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP3+ years Service code 27 · EIN 36-3555078 550 W WASHINGTON BLVD SUITE 900 · CHICAGO, IL 60661 | Advisory (Plan) | $216,689 |
Service code 13 · EIN 95-3142450 3008 SILLECT AVENUE, SUITE 100 · BAKERSFIELD, CA 93308 | Contract Administrator | $146,056 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 94-1503999 330 N BRAND · GLENDAL, CA 91203 | Actuarial | $82,113 |
TIFFANY LENA3+ years Service code 29 · EIN 56-0452052 1670 SAGEWOOD WAY · SAN MARCOS, CA 92078 | Legal | $41,204 |
BERNARD KOTKIN & COMPANY LLP3+ 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 | $17,066 |
MICHAEL F. YATES & COMPANY, INC.3+ years Filed as: MICHAEL SUROWITZ Service code 10 · EIN 26-2336426 28026 DRYWELL CIR · CASTAIC, CA 913842581 | Accounting | $9,128 |
BLACKSTONE3+ years Service code 28 · EIN 13-3894989 345 PARK AVENUE 28TH FLOOR · NEW YORK, NY 10154 | Investment Management | $0 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.12% | 11.78%+0.3pp | 8.32%+3.8pp | 23.90%-11.8pp |
| Employer contribution / active EE | $12,478 | $11,309+10.3% | $30,793-59.5% | $16,539-24.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |