Filed February 8, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SUNWEST PENSIONS2 years Service code 13 PO BOX 7850 · TEMPE, AZ 85282 | Contract Administrator | $23,564 |
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 | $31,615 | $79,523-60.2% | $140,019-77.4% | $56,289-43.8% |
| Participation rate | 94.9% | 85.7%+9.1pp | 87.5%+7.4pp | 69.9%+25.0pp |
| Annual return | 7.49% | 2.39%+5.1pp | 651.17%-643.7pp | -9.96%+17.4pp |
| Employer contribution / active EE | $2,051 | $3,350-38.8% | $5,605-63.4% | $2,111-2.9% |
| Participant deferral / active EE | $3,455 | $5,129-32.6% | $6,927-50.1% | $3,350+3.1% |
| Admin fee / account holder | $128 | $614-79.2% | $10,705-98.8% | $521-75.4% |