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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 | $43,621 |
Filed as: KRAVITZ, INC. Service code 11 PO BOX 102062 · PASADENA, CA 91189 | Actuarial | $12,350 |
SLEVIN & HART, P.C.2 years Filed as: SLEVIN & HART Service code 29 1625 MASSACHUSETTS AVENUE · WASHINGTON, DC 20036 | Legal | $10,941 |
KKAJ5 years Service code 10 · EIN 46-3462919 27200 TOURNEY ROAD · VALENCIA, CA 91355 | Accounting | $6,620 |
WILLIAM J. GRIMM7+ years Service code 25 · EIN 45-4049785 1270 NORTHLAND DRIVE · ST. PAUL, MN 55120 | Directed Trustee | $5,863 |
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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 | $503,327-100.0% | $213,834-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | - |
| Annual return | 161.03% | 55.68%+105.4pp | -5.12%+166.2pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $31,020-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $2,852-100.0% | - |