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| Provider | Service type | Compensation |
|---|---|---|
ALBERT & WILL, LLP3+ years Service code 29 · EIN 33-0776768 2601 AIRPORT DRIVE · TORRANCE, CA 90505 | Legal | $137,467 |
NICHOLAS L. SAAKVITNE3+ 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 | $77,422 |
MOORE DODSON & RUSSELL, PC3+ years Service code 29 · EIN 66-0597087 | Legal | $45,761 |
METRO BENEFITS, INC.3+ years Filed as: METRO BENEFITS, INC Service code 49 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Other Services | $22,675 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,372 | $67,602+110.6% | $82,312+73.0% | $70,126+103.0% |
| Participation rate | 38.5% | 72.8%-34.3pp | 76.9%-38.4pp | 69.5%-31.1pp |
| Annual return | 120.85% | 21.57%+99.3pp | 25.88%+95.0pp | 73.15%+47.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,896 | $4,512+141.5% | $5,608+94.3% | $4,645+134.6% |