Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS10+ years Service code 13 · EIN 86-6084210 | Contract Administrator | $94,178 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-6068770 575 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Advisory (Plan) | $76,291 |
VERUS4 years Filed as: VERUS ADVISORS INC Service code 17 · EIN 91-1320111 2321 ROSENCRANS · EL SEGUNDO, CA 94501 | Pension Consulting | $55,000 |
BALDWIN & BALDWIN PLLC3 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $27,082 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 333 W 34TH ST · NEW YORK, NY 10001 | Insurance Commissions | $26,855 |
PANAGORA ASSET MANAGEMENT7 years Service code 28 · EIN 04-3183235 470 ATLANTIC AVE · BOSTON, MA 02210 | Investment Management | $19,021 |
SPENCER FANE LLP2 years Service code 29 2415 E CAMELBACK RD #600 · PHOENIX, AZ 85016 | Legal | $18,000 |
WEINBERG, ROGER & ROSENFELD7 years Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 1001 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Legal | $18,000 |
US BANK5 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $17,446 |
THE SEGAL COMPANY10+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $15,100 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,896 | $241,850-92.6% | $102,437-82.5% | $200,096-91.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 4.10% | 17.67%-13.6pp | 24.95%-20.8pp | 34.26%-30.2pp |
| Employer contribution / active EE | $0 | $4,253-100.0% | $3,871-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $148 | $288-48.8% | $8,388-98.2% | $269-45.2% |