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| Provider | Service type | Compensation |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES1+ years Filed as: UNITED ADMINISTRATIVE SERVICES, INC Service code 13 · EIN 94-1749354 | Contract Administrator | $85,412 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $75,788 |
ALLIANZ GLOBAL INVESTORS1+ years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 1633 BROADWAY · NEW YORK, NY 10019 | Investment Management | $64,004 |
DODGE & COX1+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $63,236 |
VENUTI & ASSOCIATES1+ years Service code 11 · EIN 04-3721424 | Actuarial | $37,200 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $33,746 |
GEORGE JOHNSON & COMPANY1+ years Filed as: GEORGE BERLA CONSULTING Service code 27 35 QUAIL CT STE 100 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $33,250 |
Service code 29 · EIN 94-2576729 | Legal | $26,882 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $26,312 |
LOCAL 4131+ years Service code 15 · EIN 95-0865940 | Recordkeeping | $17,913 |
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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 | 0.41% | 3.49%-3.1pp | 4.16%-3.8pp | 7.18%-6.8pp |
| Employer contribution / active EE | $9,430 | $11,083-14.9% | $29,966-68.5% | $13,095-28.0% |
| 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% |