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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 201 SOUTH LAKE AVENUE, SUITE 600 · PASADENA, CA 91101 | Bank Trustee | $50,254 |
CENTRAL COAST ADMINISTRATORS2 years Filed as: CENTRAL COAST ADMINISTRATOR Service code 13 · EIN 58-2125651 P.O. BOX 380 · SOLVANG, CA 93463 | Contract Administrator | $14,458 |
BENESYS, INC.1 year Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 1050 LAKE DRIVE, SUITE 120 · WEST COVINA, CA 91790 | Contract Administrator | $13,555 |
REICH, ADELL & CVITAN6+ years Filed as: REICH ADELL & CVITAN Service code 29 · EIN 95-3082677 3550 WILSHIRE BLVD., SUITE 2000 · LOS ANGELES, CA 90010 | Legal | $10,474 |
MCGOWAN GUNTERMANN6+ years Service code 13 · EIN 95-3680171 111 E. VICTORIA STREET, 2ND FLOOR · SANTA BARBARA, CA 93101 | Contract Administrator | $7,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,804 | $91,517-79.5% | $101,271-81.4% | $73,412-74.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 6.23% | 17.17%-10.9pp | 46.48%-40.2pp | 59.30%-53.1pp |
| Employer contribution / active EE | $265 | $2,877-90.8% | $3,660-92.8% | $2,234-88.1% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $318 | $216+47.2% | $5,948-94.7% | $158+101.3% |