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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Service code 14 · EIN 38-2383171 | Plan Administrator | $377,886 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM, SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $68,252 |
US BANK1 year Filed as: US BANK, N.A. Service code 49 · EIN 31-0841368 | Other Services | $63,278 |
KENNEDY LAW FIRM2 years Service code 29 · EIN 82-4975249 | Legal | $21,370 |
MEREDITH J. SESSER2 years Filed as: MEREDITH SESSER Service code 29 16030 VENTURA BLVD STE 320 · ENCINO, CA 91436 | Legal | $15,619 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $15,300 |
JEF EATCHEL3 years Service code 20 3737 CAMINO DEL RIO S STE 300 · SAN DIEGO, CA 92108 | Trustee (individual) | $14,400 |
Filed as: PENSION FUND EVALUATIONS Service code 27 · EIN 11-2503982 | Advisory (Plan) | $13,000 |
Filed as: MICHAEL SNYDER Service code 20 3737 CAMINO DEL RIO S STE 300 · SAN DIEGO, CA 92108 | Trustee (individual) | $9,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,050 | $52,804-65.8% | $86,617-79.2% | $80,149-77.5% |
| Participation rate | 100.0% | 62.6%+37.4pp | 71.7%+28.3pp | 72.9%+27.1pp |
| Annual return | 14.96% | 24.84%-9.9pp | 591.91%-577.0pp | 40.39%-25.4pp |
| Employer contribution / active EE | $369 | $2,140-82.7% | $3,023-87.8% | $2,977-87.6% |
| Participant deferral / active EE | $961 | $3,226-70.2% | $4,437-78.3% | $5,015-80.8% |
| Admin fee / account holder | $380 | $113+236.3% | $5,613-93.2% | $145+161.8% |