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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HEALTH SERVICES & BENEFITS ADMIN. Service code 13 · EIN 94-3089465 | Contract Administrator | $35,405 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $10,885 |
Filed as: GEOFFREY WHITE Service code 29 21C ORINDA WAY 324 · ORINDA, CA 94563 | Legal | $5,194 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $171,008-100.0% | $163,428-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 20.1%-20.1pp | 15.9%-15.9pp | 55.9%-55.9pp |
| Annual return | 312.34% | 9.19%+303.2pp | 9.36%+303.0pp | 24.44%+287.9pp |
| Employer contribution / active EE | $0 | $35,866-100.0% | $31,270-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,013-100.0% |