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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON1+ years Service code 11 · EIN 94-1761048 419 OCCIDENTAL AVENUE SOUTH 304 · SEATTLE, WA 98104 | Actuarial | $25,746 |
ASSOCIATED THIRD PARTY ADMIN.1+ years Filed as: ASSOCIATED THIRD PARTY ADMINISTRATO Service code 13 · EIN 95-3187938 2831 CAMINO DEL RIO SOUTH 207 · SAN DIEGO, CA 92108 | Contract Administrator | $16,017 |
RICHARD PROCHAZKA1+ years Service code 29 · EIN 95-3722191 PO BOX 881566 · SAN DIEGO, CA 92168 | Legal | $8,335 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $415,031-100.0% | $209,859-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | - |
| Annual return | 1.12% | 15.23%-14.1pp | 4.16%-3.0pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $29,966-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $13,952-100.0% | - |