Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION3+ years Service code 14 · EIN 13-2501278 1200 WILSHIRE BLVD · LOS ANGELES, CA 900171906 | Plan Administrator | $43,560 |
WURTS ASSOCIATES3+ years Filed as: WURTS & ASSOCIATES INC. Service code 27 · EIN 91-1320111 999 THIRD AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $30,000 |
THE SAVITZ ORGANIZATION3+ years Filed as: SAVITZ ORGANIZATION, INC Service code 11 · EIN 26-1371674 15 SIMMS COURT · NEWTON, MA 02465 | Actuarial | $19,400 |
DAVID BRODY & CO.3+ years Service code 10 · EIN 95-4778275 17785 CENTER COURT DRIVE · CERRITOS, CA 90703 | Accounting | $14,605 |
US BANK3+ years Service code 19 · EIN 31-0841368 221 FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $10,202 |
SCHWARTZ, STEINSAPIR, ET AL3+ years Filed as: SCHWARTZ, STEINSAPIR, DOHRMANN LLP Service code 29 · EIN 95-2077781 6300 WILSHIRE BOULEVARD · LOS ANGELES, CA 900485202 | Legal | $7,331 |
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 | $233,564-100.0% | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | - |
| Annual return | 12.44% | 28.83%-16.4pp | 10.53%+1.9pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $29,360-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $1,273-100.0% | - |