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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION5+ years Service code 14 · EIN 13-2501278 1200 WILSHIRE BLVD · LOS ANGELES, CA 900171906 | Plan Administrator | $53,903 |
VERUS2 years Service code 27 · EIN 91-1320111 800 FIFTH AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $30,000 |
Filed as: CBITZ RETIREMENT PLAN SERVICES Service code 11 · EIN 26-1371674 75 SECOND AVENUE · NEEDHAM, MA 02494 | Actuarial | $18,200 |
US BANK5+ years Service code 19 · EIN 31-0841368 221 FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $13,145 |
DAVID BRODY & CO.5+ years Service code 10 · EIN 95-4778275 17785 CENTER COURT DRIVE · CERRITOS, CA 90703 | Accounting | $11,750 |
SCHWARTZ, STEINSAPIR, ET AL5+ years Filed as: SCHWARTZ, STEINSAPIR, DOHRMANN LLP Service code 29 · EIN 95-2077781 6300 WILSHIRE BOULEVARD · LOS ANGELES, CA 900485202 | Legal | $7,955 |
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 | $289,682-100.0% | $50,635-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | - |
| Annual return | 13.82% | 43.80%-30.0pp | 18.06%-4.2pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $30,411-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $40-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $1,675-100.0% | - |