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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 95-4654044 844 SEWARD STREET · LOS ANGELES, CA 90038 | Contract Administrator | $124,043 |
KKAJ7 years Service code 10 · EIN 46-3462919 27200 TOURNEY ROAD · VALENCIA, CA 91355 | Accounting | $5,585 |
Filed as: KRAVITZ, INC. Service code 11 C/O ASCENSUS · PASADENA, CA 91189 | Actuarial | $800 |
SLEVIN & HART, P.C.4 years Filed as: SLEVIN & HART Service code 29 1300 CONNECTICUT AVE NW #700 · WASHINGTON, DC 20036 | Legal | $735 |
Filed as: MANAGEMENT GUIDANCE LLP Service code 25 · EIN 45-4049785 MARTHA HENRICKSON · EAGAN, MN 551211250 | Directed Trustee | $298 |
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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 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 191.41% | 3.31%+188.1pp | 5.04%+186.4pp | 13.05%+178.4pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |