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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 95-4350066 21031 VENTURA BLVD STE 210 · WOODLAND HILLS, CA 91364 | Accounting | $8,875 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 19 9150 WILSHIRE BLVD SUITE 220 · BEVERLY HILLS, CA 902123429 | Securities Custodian | $2,494 |
Filed as: MERRILL LYNCH, PIERCE, FENNER,SMITH Service code 19 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities Custodian | $0 |
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 | $359,729-100.0% | $147,304-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 84.4%-84.4pp | - |
| Annual return | -1.94% | -7.95%+6.0pp | 29.24%-31.2pp | - |
| Employer contribution / active EE | $0 | $0 | $5,766-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $5,076-100.0% | - |
| Admin fee / account holder | $0 | $45,785-100.0% | $7,571-100.0% | - |