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| Provider | Service type | Compensation |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES8+ years Filed as: UNITED ADMINISTRATIVE SERVICES, INC Service code 13 · EIN 94-1749354 | Contract Administrator | $94,848 |
ASB CAPITAL MANAGEMENT8+ years Service code 28 · EIN 80-0618452 | Investment Management | $75,177 |
DODGE & COX8+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $55,650 |
NWPS2 years Service code 11 4025 DELRIDGE WAY SW STE 250 · SEATTLE, WA 98106 | Actuarial | $47,200 |
GEORGE JOHNSON & COMPANY8+ years Filed as: GEORGE BERLA CONSULTING Service code 27 35 QUAIL CT STE 100 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $42,000 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $26,633 |
THE BANK OF NEW YORK MELLON8+ years Filed as: U.S. BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $26,216 |
Service code 29 · EIN 94-2576729 | Legal | $21,021 |
LOCAL 4138+ years Service code 15 · EIN 95-0865940 | Recordkeeping | $16,863 |
LOCAL 6398+ 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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 5.37% | 7.15%-1.8pp | 20.18%-14.8pp | 37.74%-32.4pp |
| Employer contribution / active EE | $10,191 | $13,270-23.2% | $29,108-65.0% | $15,788-35.5% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |