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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 95-4654044 844 SEWARD STREET · LOS ANGELES, CA 90038 | Contract Administrator | $172,949 |
NICHOLAS L. SAAKVITNE3 years Service code 12 · EIN 95-4096489 532 COLORADA AVENUE · SANTA MONICA, CA 90401 | Plan Administrator; Claims processing | $62,572 |
WILLIAM J. GRIMM1 year Service code 25 · EIN 46-4049785 1270 NORTHLAND DRIVE · ST. PAUL, MN 55120 | Directed Trustee | $32,113 |
SLEVIN & HART, P.C.1 year Filed as: SLEVIN & HART Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $2,366 |
RAEL & LETSON3 years Service code 11 · EIN 94-1701048 DEPT LA 24736 · PASADENA, CA 91185 | Actuarial | $1,988 |
KKAJ3 years Filed as: KKAJ, LLP Service code 10 · EIN 46-3462919 27200 TURNEY ROUND · VALENCIA, CA 91355 | Accounting | $1,754 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $289,682-100.0% | $189,344-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.4%-30.4pp | - |
| Annual return | 321.36% | 43.80%+277.6pp | 11.02%+310.3pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $33,824-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $418-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $4,088-100.0% | - |