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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS6+ years Service code 12 · EIN 46-4942970 | Copying and duplicating; Contract Adm... | $153,893 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $119,130 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $32,975 |
ULLICO2 years Filed as: UNION BANK Service code 21 · EIN 95-1314170 | Bank Trustee | $27,425 |
Filed as: WOHLNER, KAPLON, CUTLER, ET AL Service code 29 · EIN 95-4177931 | Legal | $10,397 |
SEYFARTH SHAW LLP6+ years Filed as: SEYFARTH, SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $9,825 |
ALSWEET ASSOCIATES6+ years Service code 49 · EIN 95-2766134 | Other Services | $6,044 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 124.12% | 6.41%+117.7pp | 8.01%+116.1pp | 11.45%+112.7pp |
| Employer contribution / active EE | $2,351 | $11,592-79.7% | $29,476-92.0% | $17,219-86.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |