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| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS10+ years Service code 13 PO BOX 43170 · PHOENIX, AZ 85080 | Contract Administrator | $86,077 |
Filed as: NOVARA TESIJA & CATENACCI PLLC Service code 29 888 W BIG BEAVER RD · TROY, MI 48083 | Legal | $65,669 |
VERUS1 year Filed as: VERUS ADVISORY Service code 28 · EIN 91-1320111 | Investment Management | $57,000 |
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 11 71 S WACKER DR 31ST FLOOR · CHICAGO, IL 60606 | Actuarial | $45,914 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance services | $26,200 |
GUST ROSENFELD10+ years Service code 29 · EIN 86-0638003 | Legal | $21,283 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 711 HIGH STREET · DES MOINES, IA 50392 | Securities Custodian | $17,709 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 29 · EIN 52-6257033 | Legal | $14,983 |
PANAGORA ASSET MANAGEMENT7 years Service code 28 ONE INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $12,731 |
BALDWIN & BALDWIN PLLC3 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $12,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 51.31% | 7.29%+44.0pp | 8.10%+43.2pp | 8.21%+43.1pp |
| Employer contribution / active EE | $1,125 | $9,759-88.5% | $28,649-96.1% | $13,841-91.9% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |