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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 | $282,259 |
RAEL & LETSON4 years Service code 11 · EIN 94-1701048 DEPT LA 24736 · PASADENA, CA 91185 | Actuarial | $17,490 |
WILLIAM J. GRIMM2 years Service code 25 · EIN 46-4049785 1270 NORTHLAND DRIVE · ST. PAUL, MN 55120 | Directed Trustee | $13,038 |
SLEVIN & HART, P.C.2 years Filed as: SLEVIN & HART Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $11,167 |
KKAJ3 years Service code 10 · EIN 46-3462919 27200 TURNEY ROAD · VALENCIA, CA 91355 | Accounting | $9,910 |
USI CONSULTING GROUP1 year Filed as: USI INSURANCE SERVICES, LLC Service code 22 6000 CLEARWATER DRIVE · MINNETONKA, MN 55343 | Insurance Broker | $5,102 |
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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 | $1,185,213-100.0% | $411,083-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.8%-30.8pp | - |
| Annual return | 364.89% | 42.38%+322.5pp | 5.50%+359.4pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $28,518-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $818-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $7,663-100.0% | - |