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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $201,159-100.0% | $181,048-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 36.5%-36.5pp | 22.4%-22.4pp | 39.2%-39.2pp |
| Annual return | 7.78% | 9.29%-1.5pp | 9.65%-1.9pp | 13.91%-6.1pp |
| Employer contribution / active EE | $0 | $32,463-100.0% | $26,259-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $162-100.0% | $145-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $856-100.0% | $749-100.0% | $41,846-100.0% |