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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 | $73,564 |
KKAJ1 year Service code 10 · EIN 46-3462919 27200 TOURNEY ROAD · VALENCIA, CA 91355 | Accounting | $10,500 |
WILLIAM J. GRIMM3+ years Service code 25 · EIN 45-4049785 1270 NORTHLAND DRIVE · ST. PAUL, MN 55120 | Directed Trustee | $9,347 |
Filed as: KRAVITZ, INC. Service code 11 16030 VENTURA BLVD, SUITE 200 · ENCINO, CA 91436 | Actuarial | $750 |
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 | $360,335-100.0% | $157,466-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | - |
| Annual return | 264.62% | 25.06%+239.6pp | 12.68%+251.9pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $22,860-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $123-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $2,825-100.0% | - |