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| Provider | Service type | Compensation |
|---|---|---|
JOHN MILLER CONSULTING ACTUARY2+ years Service code 11 · EIN 27-3004860 PO BOX 428 · MILL VALLEY, CA 94942 | Actuarial | $16,206 |
PACIFIC MEDIA WORKERS GUILD2+ years Service code 12 · EIN 94-0722887 433 NATOMA STREET 2ND FL · SAN FRANCISCO, CA 94103 | Claims processing | $15,000 |
EBEN LU, CPA, A P.C.1 year Filed as: EBEN LU, CPA, A PROF. CORP Service code 10 · EIN 94-3134358 3749 BUCHANAN STREET · SAN FRANCISCO, CA 94123 | Accounting | $11,795 |
SALTZMAN & JOHNSON2+ years Filed as: SALTZMAN AND JOHNSON Service code 12 · EIN 94-2376174 44 MONTGOMERY STREET #2110 · SAN FRANCISCO, CA 94104 | Claims processing | $7,526 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $52,729-100.0% | $18,392,177-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 12.6%-12.6pp |
| Annual return | 5.95% | 5.86%+0.1pp | 3.99%+2.0pp | 4.56%+1.4pp |
| Employer contribution / active EE | $0 | $18,820-100.0% | $38,279-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $390-100.0% | $386-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $140,034-100.0% | $1,711-100.0% |