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| Provider | Service type | Compensation |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES5+ years Filed as: UNITED ADMINISTRATIVE SERVICES, INC Service code 13 · EIN 94-1749354 | Contract Administrator | $96,064 |
ASB CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0618452 | Investment Management | $91,571 |
DODGE & COX5+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $59,979 |
VENUTI & ASSOCIATES5+ years Service code 11 · EIN 04-3721424 | Actuarial | $47,200 |
ALLIANZ GLOBAL INVESTORS5+ years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 1633 BROADWAY · NEW YORK, NY 10019 | Investment Management | $39,140 |
GEORGE JOHNSON & COMPANY5+ years Filed as: GEORGE BERLA CONSULTING Service code 27 35 QUAIL CT STE 100 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $38,600 |
THE BANK OF NEW YORK MELLON5+ years Filed as: U.S. BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $31,720 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $28,599 |
Service code 29 · EIN 94-2576729 | Legal | $23,535 |
LOCAL 4135+ 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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 3.79% | 6.41%-2.6pp | 8.01%-4.2pp | 11.45%-7.7pp |
| Employer contribution / active EE | $9,840 | $11,592-15.1% | $29,476-66.6% | $17,219-42.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |