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| Provider | Service type | Compensation |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES2+ years Service code 15 · EIN 94-1749354 | Recordkeeping | $28,767 |
ALLIANZ GLOBAL INVESTORS2+ years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 · EIN 01-0645160 | Investment Management | $23,926 |
BERLA INVESTMENT CONSULTING2+ years Service code 27 PO BOX 4067 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $21,000 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $18,415 |
Service code 29 · EIN 94-2576729 | Legal | $13,846 |
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $7,162 |
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 | $62,980 | $57,921+8.7% | $84,753-25.7% | $57,658+9.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 6.86% | 10.24%-3.4pp | 22.78%-15.9pp | 5.13%+1.7pp |
| Employer contribution / active EE | $2,385 | $2,598-8.2% | $3,574-33.3% | $1,974+20.8% |
| Participant deferral / active EE | $2,087 | $2,742-23.9% | $3,712-43.8% | $3,061-31.8% |
| Admin fee / account holder | $216 | $130+66.4% | $5,333-96.0% | $95+128.3% |