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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP4+ years Service code 27 · EIN 36-3555078 550 W WASHINGTON BLVD, SUITE 900 · CHICAGO, IL 60661 | Advisory (Plan) | $232,212 |
Service code 13 · EIN 95-3142450 3008 SILLECT AVENUE, SUITE 100 · BAKERSFIELD, CA 93308 | Contract Administrator | $164,069 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 94-1503999 330 N. BRAND · GLENDAL, CA 91203 | Actuarial | $86,073 |
TIFFANY LENA4+ years Service code 29 · EIN 56-0452052 1670 SAGEWOOD WAY · SAN MARCOS, CA 92078 | Legal | $37,560 |
BERNARD KOTKIN & COMPANY LLP4+ years Filed as: BERNARD KOTKIN AND COMPANY LLP Service code 10 · EIN 95-2556670 | Accounting | $17,066 |
COMERICA BANK1 year Service code 19 · EIN 94-2535107 | Securities Custodian | $11,003 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -3.29% | 4.25%-7.5pp | -752.26%+749.0pp | 0.19%-3.5pp |
| Employer contribution / active EE | $11,896 | $11,906-0.1% | $31,802-62.6% | $13,763-13.6% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |