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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT STRATEGIES, INC.2+ years Service code 13 · EIN 95-4502094 16921 PARTHENIA STREET · NORTH HILLS, CA 91343 | Contract Administrator | $9,950 |
PENSION ASSURANCE LLP2+ years Service code 10 · EIN 30-0840934 5530 CORBIN AVENUE · WOODLAND HILLS, CA 91356 | Accounting | $6,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $86,764 | $51,466+68.6% | $78,778+10.1% | $62,293+39.3% |
| Participation rate | 70.9% | 59.8%+11.2pp | 69.2%+1.8pp | 69.5%+1.4pp |
| Annual return | -1.88% | 19.96%-21.8pp | 35.62%-37.5pp | 28.90%-30.8pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $138 | $489-71.9% | $5,134-97.3% | $479-71.3% |