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| Provider | Service type | Compensation |
|---|---|---|
ALBERT & WILL, LLP2+ years Service code 29 · EIN 33-0776768 2601 AIRPORT DRIVE · TORRANCE, CA 90505 | Legal | $66,081 |
NICHOLAS L. SAAKVITNE2+ 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 | $60,000 |
MOORE DODSON & RUSSELL, PC2+ years Service code 29 · EIN 66-0597087 | Legal | $33,899 |
METRO BENEFITS, INC.2+ years Filed as: METRO BENEFITS, INC Service code 49 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Other Services | $21,261 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $113,002 | $60,349+87.2% | $74,184+52.3% | $62,881+79.7% |
| Participation rate | 42.9% | 72.7%-29.9pp | 76.6%-33.8pp | 69.3%-26.4pp |
| Annual return | 74.68% | 21.38%+53.3pp | 17.74%+56.9pp | 20.14%+54.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,412 | $4,261+50.5% | $5,586+14.8% | $4,296+49.3% |