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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-6068770 575 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Advisory (Plan) | $110,892 |
SOUTHWEST SERVICE ADMINISTRATORS6+ years Service code 13 · EIN 86-6084210 2550 W UNION HILLS DR STE 290 · PHOENIX, AZ 85027 | Contract Administrator | $86,669 |
VERUS3 years Filed as: VERUS ADVISORS, INC. Service code 17 · EIN 91-1320111 2321 ROSENCRANS · EL SEGUNDO, CA 94501 | Pension Consulting | $47,000 |
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 | $31,974 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT PLLC Service code 10 · EIN 46-4370753 | Accounting | $25,000 |
PANAGORA ASSET MANAGEMENT3 years Service code 28 · EIN 04-3183235 470 ATLANTIC AVE. · BOSTON, MA 02210 | Investment Management | $24,749 |
JENNINGS, STROUSS & SALMON, PLC6+ years Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET ST. 1900 · PHOENIX, AZ 85004 | Legal | $18,000 |
WEINBERG, ROGER & ROSENFELD3 years Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 1001 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Legal | $18,000 |
US BANK1 year Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $15,253 |
THE SEGAL COMPANY6+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $14,500 |
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 | $21,544 | $81,719-73.6% | $101,275-78.7% | $90,274-76.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 8.39% | 337.64%-329.3pp | 46.48%-38.1pp | 53.97%-45.6pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $3,660-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $141 | $162-12.9% | $5,948-97.6% | $114+23.7% |