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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WOHLNER KAPLON PHILLIPS ET AL Service code 29 · EIN 95-2699554 | Legal | $31,772 |
HEMMING MORSE1+ years Filed as: HEMMING MORSE LLP Service code 49 725 S FIGUEROA ST STE 2950 · LOS ANGELES, CA 90017 | Other Services | $18,647 |
PACIFIC FEDERAL LLC1+ years Service code 13 · EIN 47-3302715 | Contract Administrator | $12,508 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $11,940 |
SOUTHWEST MONEY MANAGEMENT, INC1+ years Filed as: SOUTHWEST MONEY MANAGEMENT, INC. Service code 28 · EIN 95-6055492 | Investment Management | $9,988 |
Service code 13 · EIN 95-4353570 | Contract Administrator | $8,684 |
RAEL & LETSON1+ years Service code 17 · EIN 94-1701048 | Pension Consulting | $5,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $409 | $168,231-99.8% | $67,834-99.4% | $63,975-99.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 68.8%+31.2pp | 71.1%+28.9pp |
| Annual return | 2.22% | 11.76%-9.5pp | 138.47%-136.3pp | 48.65%-46.4pp |
| Employer contribution / active EE | $146 | $1,907-92.3% | $2,403-93.9% | $2,182-93.3% |
| Participant deferral / active EE | $0 | $2,827-100.0% | $3,160-100.0% | $3,356-100.0% |
| Admin fee / account holder | $11 | $81-86.7% | $4,622-99.8% | $70-84.8% |