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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 | Contract Administrator | $154,690 |
RAEL & LETSON3 years Service code 11 · EIN 94-1701048 | Actuarial | $102,947 |
VERUS7+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $75,000 |
KENNEDY LAW FIRM4 years Service code 29 · EIN 82-4975249 | Legal | $48,830 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 | Investment Management | $41,622 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $19,500 |
CEMENT MASONS SO CAL TRUST3 years Service code 99 · EIN 95-3379185 | Other Fees | $12,150 |
COMERICA BANK5 years Filed as: COMERICA Service code 21 · EIN 42-1741646 | Bank Trustee | $11,781 |
ULLICO1 year Filed as: UNION BANK Service code 99 · EIN 95-1234979 | Other Fees | $6,950 |
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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 | -8.27% | -8.26%0pp | -5.85%-2.4pp | 2.77%-11.0pp |
| Employer contribution / active EE | $12,028 | $12,543-4.1% | $31,839-62.2% | $15,262-21.2% |
| 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% |