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| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATION1 year Service code 13 · EIN 86-0785790 | Contract Administrator | $43,877 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $35,612 |
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 | $89,259+77.2% | $107,187+47.6% | $82,637+91.4% |
| Participation rate | 0.0% | 67.9%-67.9pp | 75.0%-75.0pp | 68.1%-68.1pp |
| Annual return | 5.64% | 21.02%-15.4pp | 204.55%-198.9pp | 53.51%-47.9pp |
| Employer contribution / active EE | $6,727 | $3,080+118.4% | $3,782+77.9% | $2,552+163.6% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,421 | $7,381-67.2% | $9,162-73.6% | $7,339-67.0% |