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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Service code 14 3737 CAMINO DEL RIO SOUTH, STE 300 · SAN DIEGO, CA 92108 | Plan Administrator | $125,141 |
VERUS4+ years Service code 16 · EIN 91-1320111 | Consulting | $75,000 |
RAEL & LETSON4+ years Filed as: RAEL AND LETSON Service code 11 · EIN 94-1701048 | Actuarial | $69,503 |
MELISSA W. COOK & ASSOCIATES4+ years Filed as: COOK & ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $62,945 |
Filed as: ZENITH Service code 14 · EIN 52-1590516 | Plan Administrator | $46,420 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1163419 | Investment Management | $44,835 |
KENNEDY LAW FIRM1 year Service code 29 · EIN 82-4975249 | Legal | $41,809 |
MMA SECURITIES LLC2 years Filed as: MARSH & MCLENNAN AGENCY Service code 23 · EIN 36-1436000 1 POLARIS WAY, SUITE 300 · ALISO VIEJO, CA 92651 | Insurance services | $34,860 |
GEORGE COSSOLIAS4+ years Service code 20 · EIN 95-3606497 5151 MURPHY CANYON RD 135 · SAN DIEGO, CA 92123 | Trustee (individual) | $16,800 |
Filed as: STEVEN SAPPER Service code 20 | Trustee (individual) | $16,800 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 3.80% | 11.52%-7.7pp | 10.56%-6.8pp | 16.32%-12.5pp |
| Employer contribution / active EE | $19,405 | $11,821+64.2% | $30,197-35.7% | $17,007+14.1% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |