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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 95-3142450 3008 SILLECT AVENUE, SUITE 100 · BAKERSFIELD, CA 93308 | Contract Administrator | $175,635 |
MARCO CONSULTING GROUP5+ years Service code 27 · EIN 36-3555078 550 W WASHINGTON BLVD, SUITE 900 · CHICAGO, IL 60661 | Advisory (Plan) | $169,444 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 94-1503999 330 N. BRAND · GLENDAL, CA 91203 | Actuarial | $105,319 |
TIFFANY LENA5+ years Service code 29 · EIN 56-0452052 1670 SAGEWOOD WAY · SAN MARCOS, CA 92078 | Legal | $34,430 |
COMERICA BANK2 years Service code 19 · EIN 94-2535107 | Securities Custodian | $8,845 |
BERNARD KOTKIN & COMPANY LLP5+ years Filed as: BERNARD KOTKIN AND COMPANY LLP Service code 10 · EIN 95-2556670 | Accounting | $8,680 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 13.83% | 10.27%+3.6pp | 10.56%+3.3pp | 53.27%-39.4pp |
| Employer contribution / active EE | $19,289 | $12,273+57.2% | $30,197-36.1% | $14,774+30.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |