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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $43,971 |
Filed as: SOUTHWEST SERVICE ADMIN, INC Service code 13 · EIN 86-6084210 | Contract Administrator | $39,327 |
BMO HARRIS BANK NA10+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 | Securities Custodian | $15,925 |
ULRICH CONSULTING GROUP10+ years Service code 28 · EIN 45-3972125 | Investment Management | $12,000 |
BALDWIN & BALDWIN PLLC3 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $10,541 |
SPENCER FANE LLP1 year Service code 29 2415 E CAMELBACK RD #600 · PHOENIX, AZ 85016 | Legal | $6,390 |
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $5,895 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $206,041-100.0% | $201,416-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 43.7%-43.7pp |
| Annual return | -4.00% | 7.46%-11.5pp | 8.10%-12.1pp | 13.05%-17.1pp |
| Employer contribution / active EE | $0 | $34,689-100.0% | $28,649-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $31,365-100.0% |