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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 71 S. WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $168,627 |
ASB CAPITAL MANAGEMENT2+ years Service code 52 · EIN 80-0618452 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Indirect Investment Fees | $113,787 |
BENEFIT ADMINISTRATION, INC.2+ years Filed as: BENEFIT ADMINISTRATION CORPORATION Service code 13 · EIN 94-1646941 955 N STREET · FRESNO, CA 93721 | Contract Administrator | $77,338 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER AND ASSOCIATES Service code 51 535 MIDDLEFIELD ROAD, SUITE 230 · MENLO PARK, CA 94025 | Investment Mgmt Fees | $66,667 |
ARROWSTREET CAPITAL1 year Service code 51 · EIN 04-3472863 200 CLARENDON STREET · BOSTON, MA 02116 | Investment Mgmt Fees | $61,567 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 04-2755549 TWO EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $43,624 |
US BANK2+ years Service code 19 · EIN 31-0841368 221 S. FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $38,709 |
GILBERT & SACKMAN2+ years Service code 29 · EIN 95-2906951 3699 WILSHIRE BLVD. SUITE 1200 · LOS ANGELES, CA 90010 | Legal | $28,113 |
INVESCO2+ years Filed as: INVESCO TRUST COMPANY Service code 52 · EIN 84-0591534 1555 PEACHTREE STREET · ATLANTA, GA 30309 | Indirect Investment Fees | $27,314 |
HEMMING MORSE2+ years Filed as: HEMMING MORSE, LLP Service code 10 155 BONET ROAD, SUITE 600 · SAN MATEO, CA 94402 | Accounting | $16,977 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 10.96% | 11.78%-0.8pp | 8.32%+2.6pp | 23.90%-12.9pp |
| Employer contribution / active EE | $18,148 | $11,309+60.5% | $30,793-41.1% | $16,539+9.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |