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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ INC. Service code 13 · EIN 95-3207191 16030 VENTURA BLVD, STE 200 · ENCINO, CA 91436 | Contract Administrator | $1,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $3,777 | $68,408-94.5% | $57,196-93.4% | $57,658-93.4% |
| Participation rate | 53.3% | 79.1%-25.8pp | 75.3%-22.0pp | 70.2%-16.9pp |
| Annual return | 23.88% | 8.51%+15.4pp | 14.59%+9.3pp | 5.13%+18.7pp |
| Employer contribution / active EE | $245 | $2,869-91.5% | $2,683-90.9% | $1,974-87.6% |
| Participant deferral / active EE | $1,731 | $2,903-40.4% | $3,096-44.1% | $3,061-43.4% |
| Admin fee / account holder | $99 | $70+42.1% | $3,141-96.8% | $95+4.7% |