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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, LLC Service code 11 · EIN 82-3719843 | Actuarial | $154,080 |
KPLANS, INC.2 years Filed as: KPLANS INVESTMENT SERVICES INC. Service code 27 27240 TURNBERRY LANE SUITE 200 · VALENCIA, CA 91355 | Advisory (Plan) | $21,475 |
Filed as: HOLTHOUSE CARLIN & VAN TRIGT Service code 10 · EIN 95-4345526 | Accounting | $12,000 |
CHARLES SCHWAB & CO., INC.6+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $7,976 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | -0.12% | 9.03%-9.2pp | 90.61%-90.7pp | 627.08%-627.2pp |
| Employer contribution / active EE | $14,444 | $13,843+4.3% | $32,730-55.9% | $18,824-23.3% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |