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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 | $91,180 |
KKAJ8 years Service code 10 · EIN 46-3462919 27200 TOURNEY ROAD · VALENCIA, CA 91355 | Accounting | $9,850 |
SLEVIN & HART, P.C.5 years Filed as: SLEVIN & HART Service code 29 1300 CONNECTICUT AVE NW #700 · WASHINGTON, DC 20036 | Legal | $4,144 |
MARTHA HENRICKSON1 year Service code 25 · EIN 45-4049785 1270 NORTHLAND DRIVE · ST. PAUL, MN 55120 | Directed Trustee | $1,138 |
NYHART1 year Service code 11 C/O ASCENSUS · PASADENA, CA 91189 | Actuarial | $800 |
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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 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.5%-13.5pp | - |
| Annual return | 197.86% | 67.60%+130.3pp | 64.50%+133.4pp | - |
| Employer contribution / active EE | $0 | $17,218-100.0% | $23,990-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $287-100.0% | - |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |