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| Provider | Service type | Compensation |
|---|---|---|
COAST BENEFITS2 years Service code 13 · EIN 33-0670046 | Contract Administrator | $72,000 |
RAEL & LETSON5+ years Service code 11 · EIN 94-1701048 | Actuarial | $67,686 |
Service code 29 · EIN 95-3245809 | Legal | $28,196 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF, LLP Service code 10 · EIN 81-3391684 | Accounting | $12,350 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $20,848-100.0% | $353,945-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 20.8%-20.8pp | 13.5%-13.5pp |
| Annual return | -3.07% | 12.26%-15.3pp | 10.57%-13.6pp | 9.29%-12.4pp |
| Employer contribution / active EE | $17,427 | $20,182-13.7% | $29,483-40.9% | $15,168+14.9% |
| Participant deferral / active EE | $0 | $23-100.0% | $150-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $2,009-100.0% | $2,037-100.0% |