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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Service code 10 3737 CAMINO DEL RIO SOUTH, STE 300 · SAN DIEGO, CA 92108 | Accounting | $203,215 |
MELISSA W. COOK & ASSOCIATES3+ years Filed as: COOK & ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $135,723 |
RAEL & LETSON3+ years Filed as: RAEL AND LETSON Service code 11 · EIN 94-1701048 | Actuarial | $80,760 |
VERUS3+ years Service code 16 · EIN 91-1320111 | Consulting | $75,000 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY Service code 23 · EIN 66-1436000 1 POLARIS WAY, SUITE 300 · ALISO VIEJO, CA 92651 | Insurance services | $22,967 |
GEORGE COSSOLIAS3+ years Service code 10 · EIN 95-3606497 5151 MURPHY CANYON RD 135 · SAN DIEGO, CA 92123 | Accounting | $18,672 |
COMERICA BANK1 year Filed as: COMERICA Service code 28 · EIN 42-1741646 411 W. LAFAYETTE AVE · DETROIT, MI 48226 | Investment Management | $11,665 |
PKF O'CONNOR DAVIES, LLP3+ years Filed as: PKF, LLP Service code 10 · EIN 81-3391684 2020 CAMINO DEL RIO N, SUITE 500 · SAN DIEGO, CA 92108 | Accounting | $9,500 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 4.95% | 4.25%+0.7pp | -752.26%+757.2pp | 0.19%+4.8pp |
| Employer contribution / active EE | $9,830 | $11,906-17.4% | $31,802-69.1% | $13,763-28.6% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |