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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION6+ years Service code 14 · EIN 13-2501278 1200 WILSHIRE BLVD · LOS ANGELES, CA 900171906 | Plan Administrator | $60,057 |
VERUS3 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 | $17,000 |
US BANK6+ years Service code 19 · EIN 31-0841368 221 FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $12,796 |
DAVID BRODY & CO.6+ years Service code 10 · EIN 95-4778275 17785 CENTER COURT DRIVE · CERRITOS, CA 90703 | Accounting | $11,750 |
SCHWARTZ, STEINSAPIR, ET AL6+ years Filed as: SCHWARTZ, STEINSAPIR, DOHRMANN LLP Service code 29 · EIN 95-2077781 6300 WILSHIRE BOULEVARD · LOS ANGELES, CA 900485202 | Legal | $9,528 |
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 | $1,185,213-100.0% | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | - |
| Annual return | 9.09% | 42.38%-33.3pp | 793.01%-783.9pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $27,004-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $154-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $4,239-100.0% | - |