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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS4+ years Service code 12 · EIN 46-4942970 | Contract Administrator; Copying and d... | $139,852 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $56,304 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $25,448 |
Filed as: WOHLNER, KAPLON, CUTLER, ET AL Service code 29 · EIN 95-4177931 | Legal | $22,443 |
SEYFARTH SHAW LLP4+ years Filed as: SEYFARTH, SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $15,064 |
ALSWEET ASSOCIATES4+ years Service code 49 · EIN 95-2766134 | Other Services | $7,331 |
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Employer contribution per participant 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.
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 | 55.54% | 4.25%+51.3pp | -752.26%+807.8pp | 0.19%+55.3pp |
| Employer contribution / active EE | $1,808 | $11,906-84.8% | $31,802-94.3% | $13,763-86.9% |
| 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% |