Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PROGRAM ADMINISTRATION Service code 13 · EIN 13-2501278 | Contract Administrator | $20,128 |
Filed as: WOHLNER KAPLON CUTLER HALFORD Service code 29 · EIN 95-2699554 | Legal | $18,580 |
Service code 27 · EIN 95-6055492 | Advisory (Plan) | $10,396 |
HEMMING MORSE2+ years Filed as: HEMMING MORSE LLP Service code 49 725 S FIGUEROA ST STE 2950 · LOS ANGELES, CA 90017 | Other Services | $9,244 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $8,500 |
RAEL & LETSON2+ years Service code 17 · EIN 94-1701048 | Pension Consulting | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $478 | $65,292-99.3% | $71,671-99.3% | $77,958-99.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 68.7%+31.3pp | 71.6%+28.4pp |
| Annual return | 9.71% | 21.25%-11.5pp | 20.65%-10.9pp | 20.87%-11.2pp |
| Employer contribution / active EE | $320 | $2,085-84.7% | $2,460-87.0% | $2,310-86.2% |
| Participant deferral / active EE | $0 | $3,008-100.0% | $3,438-100.0% | $3,537-100.0% |
| Admin fee / account holder | $10 | $84-88.6% | $5,558-99.8% | $97-90.1% |