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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ RPS- TORRANCE Service code 13 · EIN 31-1582098 2377 CRENSHAW BLVD., SUITE 350 · TORRANCE, CA 90501 | Contract Administrator | $1,500 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL CONSULTANTS, INC. Service code 13 · EIN 33-0024795 2377 CRENSHAW BLVD., SUITE 350 · TORRANCE, CA 90501 | Contract Administrator | $300 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $180 |
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 | $207,828 | $84,236+146.7% | $170,435+21.9% | $70,126+196.4% |
| Participation rate | 98.7% | 70.8%+27.9pp | 83.6%+15.1pp | 69.5%+29.2pp |
| Annual return | 21.47% | 23.06%-1.6pp | 205.94%-184.5pp | 73.15%-51.7pp |
| Employer contribution / active EE | $6,767 | $3,387+99.8% | $5,432+24.6% | $2,343+188.9% |
| Participant deferral / active EE | $6,157 | $3,086+99.5% | $4,939+24.6% | $3,332+84.8% |
| Admin fee / account holder | $54 | $5,698-99.0% | $13,881-99.6% | $4,645-98.8% |