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| Provider | Service type | Compensation |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES3+ years Filed as: UNITED ADMINISTRATIVE SERVICES, INC Service code 13 · EIN 94-1749354 | Contract Administrator | $91,200 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $83,443 |
DODGE & COX3+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $69,170 |
ALLIANZ GLOBAL INVESTORS3+ years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 1633 BROADWAY · NEW YORK, NY 10019 | Investment Management | $62,500 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $42,558 |
VENUTI & ASSOCIATES3+ years Service code 11 · EIN 04-3721424 | Actuarial | $37,200 |
GEORGE JOHNSON & COMPANY3+ years Filed as: GEORGE BERLA CONSULTING Service code 27 35 QUAIL CT STE 100 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $35,750 |
Service code 29 · EIN 94-2576729 | Legal | $31,976 |
THE BANK OF NEW YORK MELLON3+ years Filed as: U.S. BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $30,241 |
LOCAL 4133+ years Service code 15 · EIN 95-0865940 | Recordkeeping | $16,860 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | 6.58% | 4.25%+2.3pp | -752.26%+758.8pp | 0.19%+6.4pp |
| Employer contribution / active EE | $9,415 | $11,906-20.9% | $31,802-70.4% | $13,763-31.6% |
| 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% |