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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) | $109,778 |
SOUTHWEST SERVICE ADMINISTRATORS7+ years Service code 13 · EIN 86-6084210 2550 W UNION HILLS DR STE 290 · PHOENIX, AZ 85027 | Contract Administrator | $88,254 |
VERUS1 year Filed as: VERUS ADVISORS INC Service code 17 · EIN 91-1320111 2321 ROSENCRANS · EL SEGUNDO, CA 94501 | Pension Consulting | $50,000 |
PANAGORA ASSET MANAGEMENT4 years Service code 28 · EIN 04-3183235 470 ATLANTIC AVE. · BOSTON, MA 02210 | Investment Management | $25,607 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT PLLC Service code 10 · EIN 46-4370753 | Accounting | $25,062 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 333 W 34TH ST · NEW YORK, NY 10001 | Insurance Commissions | $23,320 |
THE SEGAL COMPANY7+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $19,223 |
JENNINGS, STROUSS & SALMON, PLC7+ years Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET STE 1900 · PHOENIX, AZ 85004 | Legal | $18,000 |
Filed as: WIENBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 1001 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Legal | $18,000 |
US BANK2 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $14,593 |
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 | $22,798 | $88,770-74.3% | $109,173-79.1% | $93,010-75.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 5.87% | 60.64%-54.8pp | 25.75%-19.9pp | 158.70%-152.8pp |
| Employer contribution / active EE | $0 | $3,780-100.0% | $3,723-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,654-100.0% | $4,561-100.0% |
| Admin fee / account holder | $147 | $172-14.6% | $6,755-97.8% | $152-3.0% |