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| Provider | Service type | Compensation |
|---|---|---|
COAST BENEFITS8+ years Filed as: COAST BENEFITS, INC. Service code 14 · EIN 33-0670046 | Plan Administrator | $362,353 |
BENESYS, INC.1 year Service code 14 · EIN 38-2383171 | Plan Administrator | $131,268 |
MELISSA W. COOK & ASSOCIATES5 years Filed as: MELISSA COOK & ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $25,353 |
JEF EATCHEL2 years Service code 20 3737 CAMINO DEL RIO S STE 300 · SAN DIEGO, CA 92108 | Trustee (individual) | $14,400 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $14,300 |
Filed as: PENSION FUND EVALUATIONS Service code 27 · EIN 11-2503982 | Advisory (Plan) | $12,625 |
KENNEDY LAW FIRM1 year Service code 29 · EIN 82-4975249 | Legal | $12,040 |
Filed as: MICHAEL SNYDER Service code 20 3737 CAMINO DEL RIO S STE 300 · SAN DIEGO, CA 92108 | Trustee (individual) | $9,600 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM, SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $7,774 |
MEREDITH J. SESSER1 year Filed as: MEREDITH SESSER Service code 29 16030 VENTURA BLVD STE 320 · ENCINO, CA 91436 | Legal | $7,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $43,236-100.0% | $82,744-100.0% | $77,906-100.0% |
| Participation rate | 0.0% | 64.2%-64.2pp | 72.6%-72.6pp | 73.7%-73.7pp |
| Annual return | -16.22% | 2.40%-18.6pp | 702.22%-718.4pp | 12.16%-28.4pp |
| Employer contribution / active EE | $400 | $1,924-79.2% | $3,008-86.7% | $2,846-85.9% |
| Participant deferral / active EE | $906 | $3,069-70.5% | $4,395-79.4% | $4,805-81.1% |
| Admin fee / account holder | $0 | $102-100.0% | $5,325-100.0% | $133-100.0% |