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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY11+ years Service code 11 · EIN 94-1503999 | Actuarial | $70,877 |
Service code 13 · EIN 86-0785279 | Contract Administrator | $63,173 |
VERUS5 years Filed as: VERUS ADVISORS, INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $53,000 |
SPENCER FANE LLP3 years Service code 29 2415 E CAMELBACK RD #600 · PHOENIX, AZ 85016 | Legal | $30,606 |
BALDWIN & BALDWIN PLLC4 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $27,087 |
MOSAIC1 year Service code 36 4801 VIEWPOINT PLACE · CHEVERLY, MD 207811100 | Copying and duplicating | $11,851 |
BMO HARRIS BANK NA1 year Filed as: BMO BANK Service code 19 320 S CANAL ST · CHICAGO, IL 60606 | Securities Custodian | $8,577 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 | Investment Management | $8,255 |
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 | $186,703-100.0% | $160,039-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 41.5%-41.5pp | 21.3%-21.3pp | 34.7%-34.7pp |
| Annual return | 7.78% | 8.76%-1.0pp | 9.15%-1.4pp | 12.28%-4.5pp |
| Employer contribution / active EE | $0 | $35,037-100.0% | $26,409-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $295-100.0% | $266-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $2,041-100.0% | $1,701-100.0% | $47,656-100.0% |