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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, LLC Service code 11 · EIN 82-3719843 | Actuarial | $21,317 |
KPLANS, INC.5 years Filed as: KPLANS Service code 27 27240 TURNBERRY LANE, SUITE 200 · VALENCIA, CA 91355 | Advisory (Plan) | $17,441 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $239,436-100.0% | $227,282-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 42.0%-42.0pp | 35.4%-35.4pp | 37.6%-37.6pp |
| Annual return | -0.41% | 10.53%-10.9pp | 10.75%-11.2pp | 9.30%-9.7pp |
| Employer contribution / active EE | $0 | $37,410-100.0% | $35,170-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,800-100.0% | $4,611-100.0% | $12,596-100.0% |