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| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS6+ years Service code 13 · EIN 86-6084210 | Contract Administrator | $234,386 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 | Investment Management | $105,466 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 94-0503999 | Actuarial | $64,226 |
VERUS3 years Filed as: VERUS ADVISORS, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $63,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 333 W 34TH ST · NEW YORK, NY 10001 | Insurance Commissions | $36,144 |
LETTERSTREAM6+ years Service code 36 8551 E ANDERSON DR. #108 · SCOTTSDALE, AZ 85255 | Copying and duplicating | $36,034 |
PANAGORA ASSET MANAGEMENT3 years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 · EIN 04-3183235 ONE INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $26,611 |
JENNINGS, STROUSS & SALMON, PLC6+ years Service code 29 · EIN 86-0108229 | Legal | $24,000 |
WEINBERG, ROGER & ROSENFELD3 years Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $24,000 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT PLLC 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 | $153,781-100.0% | $165,322-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 41.6%-41.6pp | 32.5%-32.5pp | 43.0%-43.0pp |
| Annual return | 7.44% | 7.89%-0.4pp | 8.01%-0.6pp | 259.14%-251.7pp |
| Employer contribution / active EE | $0 | $36,824-100.0% | $29,475-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $217-100.0% | $637-100.0% | $21,546-100.0% |