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| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS1+ years Service code 13 · EIN 86-6951948 2400 WEST DUNLAP AVENUE · PHOENIX, AZ 85021 | Contract Administrator | $80,595 |
GUST ROSENFELD1+ years Service code 29 · EIN 86-0638003 2177 EAST WARNER ROAD, SUITE 103 · TEMPE, AZ 85284 | Legal | $66,216 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 94-1503999 1230 W WASHINGTON STREET · TEMPE, AZ 85281 | Consulting | $56,633 |
VERUS1+ years Filed as: VERUS INVESTMENTS Service code 28 · EIN 91-1320111 2321 ROSECRANS, SUITE 2250 · EL SEGUNDO, CA 90245 | Investment Management | $46,912 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $24,431 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 86-0002768 100 W WASHINGTON ST. 22ND FLOOR · PHOENIX, AZ 85003 | Securities Custodian | $22,911 |
ULLICO1+ years Service code 23 · EIN 13-1423090 1625 EYE STREET NW WASHINGTON · WASHINGTON, DC 20006 | Insurance services | $17,637 |
ROTHSCHILD ASSET MANAGEMENT1+ years Service code 28 · EIN 90-0087978 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $15,410 |
BALDWIN & BALDWIN PLLC1+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHO, AZ 85008 | Accounting | $12,744 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 151 DETROIT STREET 1 · DENVER, CO 80206 | Investment Management | $5,756 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | -1.43% | -0.83%-0.6pp | -0.81%-0.6pp | -7.14%+5.7pp |
| Employer contribution / active EE | $3,782 | $16,035-76.4% | $38,425-90.2% | $14,613-74.1% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |