Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COAST BENEFITS2 years Filed as: COAST BENEFIT ADMINISTRATORS Service code 13 · EIN 33-0670046 3444 CAMINO DEL RIO NORTH SUITE 101 · SAN DIEGO, CA 92108 | Contract Administrator | $36,000 |
RAEL & LETSON4+ years Service code 11 · EIN 94-1761048 419 OCCIDENTAL AVENUE SOUTH 304 · SEATTLE, WA 98104 | Actuarial | $13,380 |
RICHARD PROCHAZKA1 year Filed as: RICHARD D. PROCHAZKA & ASSOCIATES Service code 29 · EIN 95-3722191 PO BOX 881566 · SAN DIEGO, CA 92168 | Legal | $7,080 |
Filed as: BERNARD KOTKIN AND COMPANY LLP Service code 10 · EIN 95-2556670 | Accounting | $5,309 |
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 | $289,682-100.0% | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | - |
| Annual return | 6.46% | 43.80%-37.3pp | 10.56%-4.1pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $30,197-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $33-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $2,168-100.0% | - |