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| Provider | Service type | Compensation |
|---|---|---|
ALBERT & WILL, LLP1+ years Service code 29 · EIN 33-0776768 2601 AIRPORT DRIVE · TORRANCE, CA 90505 | Legal | $159,940 |
METRO BENEFITS, INC.1+ years Filed as: METRO BENEFITS, INC Service code 15 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Recordkeeping | $87,475 |
NICHOLAS L. SAAKVITNE1+ years Filed as: NICHOLAS L. SAAKVITNE, A LAW CORP Service code 14 · EIN 95-4096489 11900 W. OLYMPIC BLVD · LOS ANGELES, CA 90064 | Plan Administrator | $81,451 |
MOORE DODSON & RUSSELL, PC1+ years Service code 29 · EIN 66-0597087 | Legal | $19,211 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,215 | $56,197+24.9% | $67,652+3.8% | $59,633+17.7% |
| Participation rate | 48.6% | 71.5%-22.9pp | 75.7%-27.1pp | 68.7%-20.1pp |
| Annual return | 245260000.00% | 18508.10%+245241491.9pp | 6625.40%+245253374.6pp | 2041.45%+245257958.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $10,636 | $3,958+168.7% | $4,821+120.6% | $4,297+147.5% |