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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $121,134 |
COAST BENEFITS7 years Service code 13 · EIN 33-0670046 | Contract Administrator | $96,000 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $37,000 |
MELISSA W. COOK & ASSOCIATES6 years Service code 29 · EIN 95-3245809 | Legal | $34,568 |
VERUS4 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $20,000 |
Service code 28 · EIN 91-1163419 | Investment Management | $8,891 |
Filed as: MICHAEL SUROWITZ COMPLIANCE VERIFI. Service code 10 23438 BALMORAL LN · WEST HILLS, CA 91307 | Accounting | $6,327 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $422,293-100.0% | - | $422,293-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 34.7%-34.7pp |
| Annual return | -100.06% | 15.10%-115.2pp | 19.79%-119.9pp | 12.28%-112.3pp |
| Employer contribution / active EE | $0 | $35,103-100.0% | $30,350-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $53-100.0% | $72-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $47,656-100.0% | - | $47,656-100.0% |