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| Provider | Service type | Compensation |
|---|---|---|
COAST BENEFITS6 years Filed as: COAST BENEFIT ADMINISTRATORS Service code 13 · EIN 33-0670046 | Contract Administrator | $36,000 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF, SAN DIEGO LLP Service code 10 · EIN 81-3391684 | Accounting | $24,150 |
RAEL & LETSON8+ years Service code 11 · EIN 94-1761048 | Actuarial | $12,063 |
RICHARD PROCHAZKA5 years Filed as: RICHARD D. PROCHAZKA & ASSOCIATES Service code 29 · EIN 95-3722191 | Legal | $6,660 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $162,803-100.0% | $473,625-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 37.3%-37.3pp | 55.9%-55.9pp |
| Annual return | -1.61% | 17.22%-18.8pp | 20.18%-21.8pp | 24.44%-26.1pp |
| Employer contribution / active EE | $0 | $35,410-100.0% | $29,108-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,013-100.0% |