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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC7+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $203,207 |
PACIFIC SOUTHWEST ADMINISTRATORS7+ years Service code 12 · EIN 46-4942970 | Copying and duplicating; Contract Adm... | $156,940 |
SEYFARTH SHAW LLP7+ years Filed as: SEYFARTH, SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $85,191 |
ULLICO3 years Filed as: UNION BANK Service code 21 · EIN 95-1314170 | Bank Trustee | $30,525 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $26,025 |
Filed as: WOHLNER, KAPLON, CUTLER, ET AL Service code 29 · EIN 95-4177931 | Legal | $15,078 |
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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 | $82,186-100.0% | $201,582-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.6%-3.6pp |
| Annual return | 13.78% | 17.53%-3.7pp | 11.08%+2.7pp | 11.84%+1.9pp |
| Employer contribution / active EE | $1,645 | $12,005-86.3% | $28,418-94.2% | $17,339-90.5% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $6,559-100.0% | $409-100.0% |