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| Provider | Service type | Compensation |
|---|---|---|
COAST BENEFITS4 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 |
RICHARD PROCHAZKA3 years Filed as: RICHARD D. PROCHAZKA & ASSOCIATES Service code 29 · EIN 95-3722191 PO BOX 881566 · SAN DIEGO, CA 92168 | Legal | $6,720 |
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 | $186,219-100.0% | $201,582-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 37.2%-37.2pp | 23.6%-23.6pp | 37.6%-37.6pp |
| Annual return | 4.18% | 8.34%-4.2pp | 11.08%-6.9pp | 9.30%-5.1pp |
| Employer contribution / active EE | $0 | $35,279-100.0% | $28,418-100.0% | $43,746-100.0% |
| Participant deferral / active EE | $0 | $94-100.0% | $86-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $7,234-100.0% | $6,559-100.0% | $12,596-100.0% |