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| Provider | Service type | Compensation |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES2+ years Filed as: UNITED ADMINISTRATIVE SERVICES, INC Service code 13 · EIN 94-1749354 | Contract Administrator | $88,758 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $79,874 |
DODGE & COX2+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $70,485 |
ALLIANZ GLOBAL INVESTORS2+ years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 1633 BROADWAY · NEW YORK, NY 10019 | Investment Management | $57,375 |
Service code 29 · EIN 94-2576729 | Legal | $42,001 |
VENUTI & ASSOCIATES2+ years Service code 11 · EIN 04-3721424 | Actuarial | $37,200 |
GEORGE JOHNSON & COMPANY2+ years Filed as: GEORGE BERLA CONSULTING Service code 27 35 QUAIL CT STE 100 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $34,000 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $33,093 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $31,029 |
LOCAL 4132+ years Service code 15 · EIN 95-0865940 | Recordkeeping | $16,863 |
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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 | 11.31% | 11.78%-0.5pp | 8.32%+3.0pp | 23.90%-12.6pp |
| Employer contribution / active EE | $10,822 | $11,309-4.3% | $30,793-64.9% | $16,539-34.6% |
| 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% |