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| Provider | Service type | Compensation |
|---|---|---|
COAST BENEFITS3 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 & LETSON5+ years Service code 11 · EIN 94-1761048 419 OCCIDENTAL AVENUE SOUTH 304 · SEATTLE, WA 98104 | Actuarial | $18,629 |
RICHARD PROCHAZKA2 years Filed as: RICHARD D. PROCHAZKA & ASSOCIATES Service code 29 · EIN 95-3722191 PO BOX 881566 · SAN DIEGO, CA 92168 | Legal | $7,740 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $5,430 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $153,781-100.0% | $165,322-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 41.6%-41.6pp | 32.5%-32.5pp | 43.0%-43.0pp |
| Annual return | 5.23% | 7.89%-2.7pp | 8.01%-2.8pp | 259.13%-253.9pp |
| Employer contribution / active EE | $0 | $36,824-100.0% | $29,475-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $217-100.0% | $637-100.0% | $21,546-100.0% |