Filed November 3, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $16,277 |
FARBER HASS HURLEY LLP4+ years Service code 10 · EIN 20-4207759 | Accounting | $14,150 |
Service code 15 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Recordkeeping | $1,447 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,026 | $55,449-17.0% | $83,831-45.1% | $56,289-18.2% |
| Participation rate | 33.8% | 68.0%-34.2pp | 76.1%-42.3pp | 69.9%-36.0pp |
| Annual return | -7.46% | -1.38%-6.1pp | 850.99%-858.4pp | -9.96%+2.5pp |
| Employer contribution / active EE | $2,087 | $2,430-14.1% | $3,631-42.5% | $2,111-1.1% |
| Participant deferral / active EE | $1,964 | $2,935-33.1% | $4,082-51.9% | $3,350-41.4% |
| Admin fee / account holder | $152 | $656-76.8% | $5,479-97.2% | $521-70.8% |