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| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS3+ years Service code 13 · EIN 86-6084210 | Contract Administrator | $226,393 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN ASSET MANAGER Service code 28 · EIN 13-6038770 | Investment Management | $157,885 |
VERUS3+ years Filed as: VERUS ADVISORS, INC Service code 17 · EIN 91-1320111 | Pension Consulting | $65,000 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 94-0503999 | Actuarial | $56,830 |
A+ LETTER SERVICE, INC.1 year Filed as: LETTER STREAM Service code 36 8551 E ANDERSON DR #108 · SCOTTSDALE, AZ 85255 | Copying and duplicating | $35,663 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $32,526 |
ULLICO3+ years Service code 23 · EIN 13-1423090 | Insurance services | $32,403 |
WEINBERG, ROGER & ROSENFELD3+ years Service code 29 · EIN 94-2458080 | Legal | $25,299 |
LOOMIS SAYLES3+ years Service code 28 · EIN 04-0320030 | Investment Management | $24,244 |
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 | $198,945-100.0% | $184,886-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 57.2%-57.2pp | 47.1%-47.1pp | 45.9%-45.9pp |
| Annual return | 11.63% | 7.15%+4.5pp | 8.32%+3.3pp | 10.21%+1.4pp |
| Employer contribution / active EE | $0 | $38,756-100.0% | $30,793-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $84-100.0% | $90-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $3,060-100.0% | $2,802-100.0% | $13,518-100.0% |