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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS5+ years Service code 12 · EIN 46-4942970 | Direct payment from the plan; Claims ... | $149,253 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $141,854 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $48,648 |
SEYFARTH SHAW LLP5+ years Filed as: SEYFARTH, SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $41,747 |
ULLICO1 year Filed as: UNION BANK Service code 21 · EIN 95-1314170 | Bank Trustee | $26,208 |
Filed as: WOHLNER, KAPLON, CUTLER, ET AL Service code 29 · EIN 95-4177931 | Legal | $19,168 |
ALSWEET ASSOCIATES5+ years Service code 49 · EIN 95-2766134 | Other Services | $6,258 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 68.05% | 10.27%+57.8pp | 10.56%+57.5pp | 53.27%+14.8pp |
| Employer contribution / active EE | $4,054 | $12,273-67.0% | $30,199-86.6% | $14,774-72.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |