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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION7+ years Service code 14 · EIN 13-2501278 1200 WILSHIRE BLVD · LOS ANGELES, CA 900171906 | Plan Administrator | $58,198 |
VERUS4 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 | $17,400 |
US BANK7+ years Service code 19 · EIN 31-0841368 221 FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $12,860 |
DAVID BRODY & CO.7+ years Service code 10 · EIN 95-4778275 17785 CENTER COURT DRIVE · CERRITOS, CA 90703 | Accounting | $12,350 |
SCHWARTZ, STEINSAPIR, ET AL7+ years Filed as: SCHWARTZ, STEINSAPIR, DOHRMANN LLP Service code 29 · EIN 95-2077781 6300 WILSHIRE BOULEVARD · LOS ANGELES, CA 900485202 | Legal | $1,418 |
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 | $514,344-100.0% | $54,060-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 3.3%-3.3pp | - |
| Annual return | 3.38% | 59.12%-55.7pp | 36.37%-33.0pp | - |
| Employer contribution / active EE | $0 | $15,022-100.0% | $37,223-100.0% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $524-100.0% | - |
| Admin fee / account holder | $0 | $0 | $568-100.0% | - |