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| Provider | Service type | Compensation |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES1+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $28,116 |
ALLIANZ GLOBAL INVESTORS1+ years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 · EIN 01-0645160 | Investment Management | $24,367 |
BERLA INVESTMENT CONSULTING1+ years Service code 27 PO BOX 4067 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $19,500 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $16,697 |
Service code 29 · EIN 94-2576729 | Legal | $9,683 |
US BANK1+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $5,528 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,285 | $50,498+15.4% | $75,784-23.1% | $55,191+5.6% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -1.75% | 1.80%-3.6pp | 9.68%-11.4pp | 10.78%-12.5pp |
| Employer contribution / active EE | $1,593 | $2,291-30.5% | $3,323-52.1% | $1,899-16.1% |
| Participant deferral / active EE | $1,991 | $2,589-23.1% | $3,652-45.5% | $3,046-34.6% |
| Admin fee / account holder | $208 | $123+69.4% | $5,300-96.1% | $91+129.6% |