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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTHWEST SERVICE ADMINISTRATOS Service code 13 · EIN 86-6084210 | Contract Administrator | $231,139 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 | Investment Management | $154,339 |
VERUS2+ years Filed as: VERUS ADVISORS, INC Service code 17 · EIN 91-1320111 | Pension Consulting | $65,001 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-0503999 | Actuarial | $56,757 |
ULLICO2+ years Service code 23 · EIN 13-1423090 | Insurance services | $33,606 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $32,007 |
LETTERSTREAM2+ years Service code 36 8551 E ANDERSON DR #108 · SCOTTSDALE, AZ 85255 | Copying and duplicating | $30,357 |
WEINBERG, ROGER & ROSENFELD2+ years Service code 29 · EIN 94-2458080 | Legal | $27,639 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-0320030 | Investment Management | $25,287 |
Filed as: JENNINGS STROUSS & SALMON Service code 29 · EIN 86-0108229 | Legal | $24,000 |
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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 | $223,143-100.0% | $209,859-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 54.7%-54.7pp | 42.7%-42.7pp | 45.6%-45.6pp |
| Annual return | 3.41% | 4.44%-1.0pp | 4.16%-0.7pp | 4.16%-0.7pp |
| Employer contribution / active EE | $0 | $38,002-100.0% | $29,966-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $147-100.0% | $145-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,395-100.0% | $13,952-100.0% | $21,465-100.0% |