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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) | $115,493 |
SOUTHWEST SERVICE ADMINISTRATORS8+ years Service code 13 · EIN 86-6084210 2550 W UNION HILLS DR STE 290 · PHOENIX, AZ 85027 | Contract Administrator | $89,614 |
VERUS2 years Filed as: VERUS ADVISORS INC Service code 17 · EIN 91-1320111 2321 ROSENCRANS · EL SEGUNDO, CA 94501 | Pension Consulting | $50,000 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $27,068 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 333 W 34TH ST · NEW YORK, NY 10001 | Insurance Commissions | $24,223 |
PANAGORA ASSET MANAGEMENT5 years Service code 28 · EIN 04-3183235 470 ATLANTIC AVE · BOSTON, MA 02210 | Investment Management | $19,234 |
JENNINGS, STROUSS & SALMON, PLC8+ years Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET STE 1900 · PHOENIX, AZ 85004 | Legal | $18,000 |
WEINBERG, ROGER & ROSENFELD2 years Filed as: WIENBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 1001 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Legal | $18,000 |
THE SEGAL COMPANY8+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $17,217 |
US BANK3 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $13,897 |
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 | $18,718 | $76,774-75.6% | $112,263-83.3% | $77,906-76.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -14.05% | -10.25%-3.8pp | 27.49%-41.5pp | 12.16%-26.2pp |
| Employer contribution / active EE | $0 | $3,977-100.0% | $3,636-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $150 | $239-37.1% | $6,410-97.7% | $133+13.3% |