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| Provider | Service type | Compensation |
|---|---|---|
VERUS6+ years Service code 27 · EIN 91-1320111 800 FIFTH AVE, SUITE 3900 · SEATTLE, WA 98104 | Advisory (Plan) | $39,167 |
COMPUSYS OF UTAH, INC.6+ years Filed as: COMPUSYS OF UTAH Service code 13 · EIN 84-0869853 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84119 | Contract Administrator | $37,424 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance Commissions | $26,682 |
SSA P.C.6+ years Service code 10 · EIN 84-0676265 3355 AMERICAN DRIVE · COLORADO SPRINGS, CO 80917 | Accounting | $25,195 |
US BANK6+ years Service code 18 · EIN 31-0841368 1555 N RIVERCENTER DR 300 · MILWAUKEE, WI 53212 | Custodial (other than securities); Cu... | $22,647 |
THE SEGAL COMPANY2 years Filed as: SEGAL BENZ Service code 11 · EIN 94-1503999 1230 W WASHINGTON ST 501 · TEMPE, AZ 85281 | Actuarial | $17,380 |
RYAN RAPP & UNDERWOOD5 years Filed as: RYAN RAPP & UNDERWOOD PLC Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE, 2250 · PHOENIX, AZ 85012 | Legal | $12,151 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,129 | $197,637-94.4% | $177,848-93.7% | $158,982-93.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.7%-87.7pp | 82.0%-82.0pp |
| Annual return | 12.59% | 58.77%-46.2pp | 48.33%-35.7pp | 302.99%-290.4pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $40 | $15,406-99.7% | $12,431-99.7% | $11,252-99.6% |