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| Provider | Service type | Compensation |
|---|---|---|
COAST BENEFITS5 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 & LETSON7+ years Service code 11 · EIN 94-1761048 419 OCCIDENTAL AVENUE SOUTH 304 · SEATTLE, WA 98104 | Actuarial | $28,291 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF, SAN DIEGO LLP Service code 10 · EIN 81-3391684 2020 CAMINO DEL RIO N. STE. 1000 · SAN DIEGO, CA 92108 | Accounting | $11,000 |
RICHARD PROCHAZKA4 years Filed as: RICHARD D. PROCHAZKA & ASSOCIATES Service code 29 · EIN 95-3722191 PO BOX 881566 · SAN DIEGO, CA 92168 | Legal | $6,600 |
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 | $187,247-100.0% | $164,721-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 44.5%-44.5pp |
| Annual return | -5.86% | -5.84%0pp | -5.85%0pp | -14.65%+8.8pp |
| Employer contribution / active EE | $0 | $39,394-100.0% | $31,839-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,070-100.0% | $1,000-100.0% | $14,582-100.0% |