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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION1+ years Service code 14 · EIN 13-2501278 13191 CROSSROADS PKWY N · CITY OF INDUSTRY, CA 917463434 | Plan Administrator | $43,560 |
SCHWARTZ, STEINSAPIR, ET AL1+ years Filed as: SCHWARTZ, STEINSAPIR, DOHRMANN LLP Service code 29 · EIN 95-2077781 6300 WILSHIRE BOULEVARD · LOS ANGELES, CA 900485202 | Legal | $39,482 |
WURTS ASSOCIATES1+ years Filed as: WURTS & ASSOCIATES INC. Service code 27 · EIN 91-1320111 999 THIRD AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $30,000 |
THE SAVITZ ORGANIZATION1+ years Filed as: SAVITZ ORGANIZATION, INC Service code 11 · EIN 26-1371674 15 SIMMS COURT · NEWTON, MA 02465 | Actuarial | $18,600 |
US BANK1+ years Service code 19 · EIN 31-0841368 221 FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $13,492 |
DAVID BRODY & CO.1+ years Service code 10 · EIN 95-4778275 17785 CENTER COURT DRIVE · CERRITOS, CA 90703 | Accounting | $11,775 |
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 | $206,458-100.0% | $96,302-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | - |
| Annual return | -0.15% | 4.11%-4.3pp | -2.90%+2.8pp | - |
| Employer contribution / active EE | $0 | $17,961-100.0% | $27,990-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | - |
| Admin fee / account holder | $0 | $14,541-100.0% | $519-100.0% | - |