Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 95-4654044 844 SEWARD STREET · LOS ANGELES, CA 90038 | Contract Administrator | $235,039 |
SLEVIN & HART, P.C.4 years Filed as: SLEVIN & HART Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $23,941 |
RAEL & LETSON6 years Service code 11 · EIN 94-1701048 DEPT LA 24736 · PASADENA, CA 91185 | Actuarial | $19,357 |
WILLIAM J. GRIMM4 years Service code 25 · EIN 46-4049785 1270 NORTHLAND DRIVE · ST. PAUL, MN 55120 | Directed Trustee | $6,125 |
KKAJ5 years Service code 10 · EIN 46-3462919 27200 TURNEY ROAD · VALENCIA, CA 91355 | Accounting | $2,465 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $235,493-100.0% | $235,493-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 59.1%-59.1pp | 24.6%-24.6pp | 44.5%-44.5pp |
| Annual return | 308.09% | -5.95%+314.0pp | -6.07%+314.2pp | -14.65%+322.7pp |
| Employer contribution / active EE | $0 | $44,275-100.0% | $37,389-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $146-100.0% | $182-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $12,327-100.0% | $12,327-100.0% | $14,582-100.0% |