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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTHWEST SERVICE ADMINISTRATION Service code 13 · EIN 86-0785790 | Contract Administrator | $43,877 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $35,612 |
KELLEY LAW GROUP2 years Filed as: THE KELLEY LAW GROUP Service code 27 3800 N CENTRAL AVE #1520 · PHOENIX, AZ 85012 | Advisory (Plan) | $27,955 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $13,900 |
LEGG MASON7 years Service code 27 2700 CAMINO RAMON #250 · SAN MATEO, CA 94401 | Advisory (Plan) | $11,474 |
EATON VANCE10+ years Service code 27 · EIN 04-3101134 | Advisory (Plan) | $11,113 |
Filed as: WCM INVESTMENTS Service code 27 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Advisory (Plan) | $11,013 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $10,541 |
WELLESLEY7 years Service code 27 · EIN 26-0337214 | Advisory (Plan) | $8,730 |
LAZARD ASSET MANAGEMENT10+ years Filed as: LAZARD Service code 27 · EIN 05-0530199 | Advisory (Plan) | $7,097 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,207 | $88,672+78.4% | $105,223+50.4% | $82,448+91.9% |
| Participation rate | 0.0% | 67.9%-67.9pp | 75.0%-75.0pp | 68.1%-68.1pp |
| Annual return | 5.64% | 30.86%-25.2pp | 180.65%-175.0pp | 41.64%-36.0pp |
| Employer contribution / active EE | $6,727 | $3,048+120.7% | $3,689+82.4% | $2,551+163.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,421 | $7,146-66.1% | $8,859-72.7% | $7,234-66.5% |