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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION2+ years Service code 14 · EIN 13-2501278 13191 CROSSROADS PKWY N · CITY OF INDUSTRY, CA 917463434 | Plan Administrator | $43,560 |
SCHWARTZ, STEINSAPIR, ET AL2+ years Filed as: SCHWARTZ, STEINSAPIR, DOHRMANN LLP Service code 29 · EIN 95-2077781 6300 WILSHIRE BOULEVARD · LOS ANGELES, CA 900485202 | Legal | $35,505 |
WURTS ASSOCIATES2+ years Filed as: WURTS & ASSOCIATES INC. Service code 27 · EIN 91-1320111 999 THIRD AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $30,000 |
THE SAVITZ ORGANIZATION2+ years Filed as: SAVITZ ORGANIZATION, INC Service code 11 · EIN 26-1371674 15 SIMMS COURT · NEWTON, MA 02465 | Actuarial | $20,000 |
US BANK2+ years Service code 19 · EIN 31-0841368 221 FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $13,317 |
DAVID BRODY & CO.2+ years Service code 10 · EIN 95-4778275 17785 CENTER COURT DRIVE · CERRITOS, CA 90703 | Accounting | $9,626 |
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 | $415,031-100.0% | $169,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | - |
| Annual return | 4.90% | 15.23%-10.3pp | 7.98%-3.1pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $23,724-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $53-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $636-100.0% | - |