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| Provider | Service type | Compensation |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES6+ years Filed as: UNITED ADMINISTRATIVE SERVICES, INC Service code 13 · EIN 94-1749354 | Contract Administrator | $94,848 |
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0618452 | Investment Management | $90,731 |
DODGE & COX6+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $62,059 |
VENUTI & ASSOCIATES6+ years Service code 11 · EIN 04-3721424 | Actuarial | $47,200 |
GEORGE JOHNSON & COMPANY6+ years Filed as: GEORGE BERLA CONSULTING Service code 27 35 QUAIL CT STE 100 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $39,700 |
THE BANK OF NEW YORK MELLON6+ years Filed as: U.S. BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $32,525 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $30,081 |
Service code 29 · EIN 94-2576729 | Legal | $19,343 |
LOCAL 4136+ years Service code 15 · EIN 95-0865940 | Recordkeeping | $16,863 |
LOCAL 6396+ years Service code 15 · EIN 36-8631520 | Recordkeeping | $9,443 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 22.12% | 24.46%-2.3pp | 11.08%+11.0pp | 13.24%+8.9pp |
| Employer contribution / active EE | $9,611 | $11,981-19.8% | $28,418-66.2% | $14,616-34.2% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |