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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION8+ years Service code 14 · EIN 13-2501278 1200 WILSHIRE BLVD · LOS ANGELES, CA 900171906 | Plan Administrator | $59,496 |
VERUS5 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 31-1582098 75 SECOND AVENUE · NEEDHAM, MA 02494 | Actuarial | $16,000 |
DAVID BRODY & CO.8+ years Service code 10 · EIN 95-4778275 17785 CENTER COURT DRIVE · CERRITOS, CA 90703 | Accounting | $13,050 |
US BANK8+ years Service code 19 · EIN 31-0841368 221 FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $11,840 |
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 | $503,327-100.0% | $53,690-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | - |
| Annual return | -14.54% | 55.68%-70.2pp | -4.80%-9.7pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $30,897-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $40,849-100.0% | - |