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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 16 · EIN 94-1503999 1230 W WASHINGTON STREET SUITE 501 · TEMPE, AZ 85281 | Consulting | $87,636 |
SOUTHWEST SERVICE ADMINISTRATORS2+ years Service code 13 · EIN 86-6951948 PO BOX 43170 · PHOENIX, AZ 850803170 | Contract Administrator | $83,432 |
GUST ROSENFELD2+ years Service code 29 · EIN 86-0638003 2177 EAST WARNER ROAD SUITE 103 · TEMPE, AZ 85284 | Legal | $47,799 |
VERUS2+ years Filed as: VERUS INVESTMENTS Service code 28 · EIN 91-1320111 2321 ROSECRANS SUITE 2250 · EL SEGUNDO, CA 90245 | Investment Management | $44,765 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $27,061 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 86-0002768 100 W WASHINGTON ST. 22ND FLOOR · PHOENIX, AZ 85003 | Securities Custodian | $22,659 |
ULLICO2+ years Service code 23 · EIN 13-1423090 1625 EYE STREET NW WASHINGTON · WASHINGTON, DC 20006 | Insurance services | $17,735 |
ROTHSCHILD ASSET MANAGEMENT2+ years Service code 28 · EIN 90-0087978 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $14,236 |
BALDWIN & BALDWIN PLLC2+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $12,220 |
LETTERSTREAM1 year Service code 99 8551 E ANDERSON DR #108 · SCOTTSDALE, AZ 85255 | Other Fees | $5,217 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 5.21% | 5.68%-0.5pp | 4.74%+0.5pp | 4.56%+0.6pp |
| Employer contribution / active EE | $1,212 | $16,243-92.5% | $36,089-96.6% | $15,526-92.2% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |