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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 | $76,054 |
KKAJ2 years Service code 10 · EIN 46-3462919 27200 TOURNEY ROAD · VALENCIA, CA 91355 | Accounting | $10,130 |
WILLIAM J. GRIMM4+ years Service code 25 · EIN 45-4049785 1270 NORTHLAND DRIVE · ST. PAUL, MN 55120 | Directed Trustee | $7,350 |
Filed as: HILL, FARRER & BURRILL Service code 29 · EIN 95-2153880 300 SOUTH GRAND AVENUE, 37TH FLOOR · LOS ANGELES, CA 90071 | Legal | $0 |
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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 | $289,682-100.0% | $133,543,011-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | - |
| Annual return | 190.99% | 43.80%+147.2pp | 29.77%+161.2pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $33,607-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $96-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $835,310-100.0% | - |