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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 201 SOUTH LAKE AVENUE, SUITE 600 · PASADENA, CA 91101 | Bank Trustee | $42,422 |
BENESYS, INC.3 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 1050 LAKE DRIVE, SUITE 120 · WEST COVINA, CA 91790 | Contract Administrator | $19,591 |
MCGOWAN GUNTERMANN8+ years Service code 13 · EIN 95-3680171 200 E. CARRILLO STREET, SUITE 300 · SANTA BARBARA, CA 93101 | Contract Administrator | $12,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,228 | $106,236-83.8% | $112,249-84.7% | $64,819-73.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -14.89% | -6.02%-8.9pp | 27.48%-42.4pp | 32.84%-47.7pp |
| Employer contribution / active EE | $752 | $3,166-76.2% | $3,636-79.3% | $2,507-70.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $314 | $452-30.6% | $6,412-95.1% | $188+66.9% |