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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 52-1590516 | Contract Administrator | $173,036 |
RAEL & LETSON4 years Service code 11 · EIN 94-1701048 | Actuarial | $112,525 |
VERUS8+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $77,000 |
KENNEDY LAW FIRM5 years Service code 29 · EIN 82-4975249 | Legal | $44,036 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 | Investment Management | $41,524 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $17,000 |
CEMENT MASONS SO CAL TRUST4 years Service code 99 · EIN 95-3379185 | Other Fees | $12,300 |
COMERICA BANK6 years Filed as: COMERICA Service code 21 · EIN 42-1741646 | Bank Trustee | $11,724 |
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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 | 6.13% | 7.15%-1.0pp | 20.18%-14.1pp | 37.74%-31.6pp |
| Employer contribution / active EE | $13,765 | $13,270+3.7% | $29,108-52.7% | $15,788-12.8% |
| 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% |