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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION11+ years Service code 14 · EIN 13-2501278 1200 WILSHIRE BLVD · LOS ANGELES, CA 900171906 | Plan Administrator | $61,255 |
VERUS8 years Service code 27 · EIN 91-1320111 800 FIFTH AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $50,000 |
SCHWARTZ, STEINSAPIR, DORHMANN LLP1 year Service code 29 · EIN 95-2077781 888 WEST 6TH STREET · LOS ANGELES, CA 90017 | Legal | $19,988 |
Service code 11 · EIN 31-1582098 75 SECOND AVENUE · NEEDHAM, MA 02494 | Actuarial | $19,664 |
DAVID BRODY & CO.11+ years Service code 10 · EIN 95-4778275 17785 CENTER COURT DRIVE · CERRITOS, CA 90703 | Accounting | $13,710 |
US BANK11+ years Service code 19 · EIN 31-0841368 221 FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $10,057 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | - |
| Annual return | 4.50% | 67.60%-63.1pp | 9.14%-4.6pp | - |
| Employer contribution / active EE | $0 | $17,218-100.0% | $21,225-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $22-100.0% | - |
| Admin fee / account holder | $0 | $0 | - | - |