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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 95-4350066 15760 VENTURA BLVD SUITE 1100 · ENCINO, CA 91436 | Accounting | $9,061 |
QBI, LLC1 year Service code 11 21031 VENTURA BLVD 12TH FLOOR · WOODLAND HILLS, CA 91364 | Actuarial | $6,870 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 19 9150 WILSHIRE BLVD SUITE 220 · BEVERLY HILLS, CA 902123429 | Securities Custodian | $542 |
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 | $0 | $352,417-100.0% | $293,085-100.0% | - |
| Participation rate | 0.0% | 28.3%-28.3pp | 86.7%-86.7pp | - |
| Annual return | -1.34% | -0.37%-1.0pp | -21.55%+20.2pp | - |
| Employer contribution / active EE | $0 | $125-100.0% | $5,774-100.0% | - |
| Participant deferral / active EE | $0 | $609-100.0% | $3,831-100.0% | - |
| Admin fee / account holder | $0 | $12,195-100.0% | $5,672-100.0% | - |