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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Service code 14 · EIN 38-2383171 | Plan Administrator | $392,590 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM, SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $126,117 |
US BANK2 years Filed as: US BANK, N.A. Service code 49 · EIN 31-0841368 | Other Services | $71,312 |
MEREDITH J. SESSER3 years Filed as: MEREDITH SESSER Service code 29 16030 VENTURA BLVD STE 320 · ENCINO, CA 91436 | Legal | $27,563 |
JEFF BARNES1 year Filed as: JEFF EATCHEL Service code 20 3737 CAMINO DEL RIO S STE 300 · SAN DIEGO, CA 92108 | Trustee (individual) | $17,400 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $16,400 |
Filed as: PENSION FUND EVALUATIONS Service code 27 · EIN 11-2503982 | Advisory (Plan) | $13,500 |
KENNEDY LAW FIRM3 years Service code 29 · EIN 82-4975249 | Legal | $12,598 |
Filed as: MICHAEL SNYDER Service code 20 3737 CAMINO DEL RIO S STE 300 · SAN DIEGO, CA 92108 | Trustee (individual) | $11,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,393 | $55,694-63.4% | $81,882-75.1% | $200,096-89.8% |
| Participation rate | 100.0% | 62.7%+37.3pp | 72.4%+27.6pp | 72.0%+28.0pp |
| Annual return | 12.35% | 19.59%-7.2pp | 779.47%-767.1pp | 34.26%-21.9pp |
| Employer contribution / active EE | $420 | $2,114-80.1% | $2,916-85.6% | $3,038-86.2% |
| Participant deferral / active EE | $1,098 | $3,299-66.7% | $4,323-74.6% | $5,090-78.4% |
| Admin fee / account holder | $234 | $348-32.7% | $7,360-96.8% | $269-13.0% |