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| Provider | Service type | Compensation |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES7+ years Filed as: UNITED ADMINISTRATIVE SERVICES, INC Service code 13 · EIN 94-1749354 | Contract Administrator | $94,848 |
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 80-0618452 | Investment Management | $79,735 |
DODGE & COX7+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $61,560 |
NWPS1 year Service code 11 4025 DELRIDGE WAY SW STE 250 · SEATTLE, WA 98106 | Actuarial | $47,200 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $43,697 |
GEORGE JOHNSON & COMPANY7+ years Filed as: GEORGE BERLA CONSULTING Service code 27 35 QUAIL CT STE 100 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $40,850 |
THE BANK OF NEW YORK MELLON7+ years Filed as: U.S. BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $35,859 |
Service code 29 · EIN 94-2576729 | Legal | $22,323 |
LOCAL 4137+ years Service code 15 · EIN 95-0865940 | Recordkeeping | $16,863 |
LOCAL 6397+ 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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -8.74% | -8.26%-0.5pp | -5.85%-2.9pp | 2.77%-11.5pp |
| Employer contribution / active EE | $9,552 | $12,543-23.8% | $31,839-70.0% | $15,262-37.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |