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| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS5+ years Service code 13 · EIN 86-6084210 | Contract Administrator | $237,984 |
JP MORGAN SECURITIES LLC3 years Filed as: JP MORGAN ASSET MANAGER Service code 28 · EIN 13-6038770 | Investment Management | $107,509 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 94-0503999 | Actuarial | $86,084 |
VERUS2 years Filed as: VERUS ADVISORS, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $77,000 |
LETTERSTREAM5+ years Service code 36 8551 E ANDERSON DR. #108 · SCOTTSDALE, AZ 85255 | Copying and duplicating | $37,903 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 53 · EIN 46-0619194 333 W 34TH ST · NEW YORK, NY 10001 | Insurance Commissions | $35,206 |
PANAGORA ASSET MANAGEMENT2 years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 · EIN 04-3183235 ONE INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $27,623 |
WEINBERG, ROGER & ROSENFELD2 years Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $25,859 |
JENNINGS, STROUSS & SALMON, PLC5+ years Service code 29 · EIN 86-0108229 | Legal | $24,000 |
BALDWIN & BALDWIN PLLC5+ years Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85008 | Accounting | $22,500 |
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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 | $162,281-100.0% | $362,723-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 49.4%-49.4pp | 38.2%-38.2pp | 47.4%-47.4pp |
| Annual return | 15.19% | 10.22%+5.0pp | 10.56%+4.6pp | 12.16%+3.0pp |
| Employer contribution / active EE | $0 | $37,390-100.0% | $30,197-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,182-100.0% | $2,168-100.0% | $17,640-100.0% |