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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 201 SOUTH LAKE AVENUE, SUITE 600 · PASADENA, CA 91101 | Bank Trustee | $28,176 |
BENESYS, INC.4 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 1050 LAKE DRIVE, SUITE 120 · WEST COVINA, CA 91790 | Contract Administrator | $19,852 |
MCGOWAN GUNTERMANN9+ years Service code 13 · EIN 95-3680171 200 E. CARRILLO STREET, SUITE 300 · SANTA BARBARA, CA 93101 | Contract Administrator | $12,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,776 | $93,010-78.7% | $96,520-79.5% | $74,440-73.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 10.45% | 37.50%-27.1pp | 35.72%-25.3pp | 34.37%-23.9pp |
| Employer contribution / active EE | $79 | $3,427-97.7% | $3,739-97.9% | $2,638-97.0% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,879-100.0% | $4,529-100.0% |
| Admin fee / account holder | $265 | $633-58.2% | $6,733-96.1% | $348-23.8% |