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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 86-0785279 | Contract Administrator | $58,330 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $57,417 |
VERUS4 years Filed as: VERUS ADVISORS, INC Service code 17 · EIN 91-1320111 | Pension Consulting | $53,518 |
SPENCER FANE LLP2 years Service code 29 2415 E CAMELBACK RD #600 · PHOENIX, AZ 85016 | Legal | $28,753 |
BALDWIN & BALDWIN PLLC3 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $27,082 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $11,949 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 | Investment Management | $9,993 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $9,418 |
PANAGORA ASSET MANAGEMENT8 years Service code 28 470 ATLANTIC AVE · BOSTON, MA 02210 | Investment Management | $6,861 |
Service code 29 800 WILSHIRE BLVD #1020 · LOS ANGELES, CA 90017 | Legal | $5,355 |
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 | $937,755-100.0% | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | - |
| Annual return | 2.04% | 72.14%-70.1pp | 8.10%-6.1pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $28,649-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $10-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $60,136-100.0% | - |