Filed February 8, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SUNWEST PENSIONS1 year Service code 13 PO BOX 7850 · TEMPE, AZ 85282 | Contract Administrator | $10,205 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,075 | $89,739-66.5% | $149,721-79.9% | $62,293-51.7% |
| Participation rate | 93.0% | 85.1%+7.9pp | 87.1%+5.9pp | 69.5%+23.5pp |
| Annual return | 15.82% | 21.01%-5.2pp | 1501.67%-1485.9pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,984 | $3,233-38.6% | $5,444-63.6% | $2,042-2.8% |
| Participant deferral / active EE | $3,122 | $4,797-34.9% | $6,568-52.5% | $3,169-1.5% |
| Admin fee / account holder | $63 | $551-88.6% | $11,282-99.4% | $479-86.9% |