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| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS3+ years Service code 13 · EIN 86-6951948 PO BOX 43170 · PHOENIX, AZ 85080 | Contract Administrator | $83,829 |
THE SEGAL COMPANY3+ years Service code 16 · EIN 94-1503999 1230 W WASHINGTON STREET SUITE 501 · TEMPE, AZ 85281 | Consulting | $58,500 |
GUST ROSENFELD3+ years Service code 29 · EIN 86-0638003 ONE EAST WASHINGTON STREET ST 1600 · PHOENIX, AZ 85004 | Legal | $55,565 |
VERUS3+ years Filed as: VERUS INVESTMENTS Service code 28 · EIN 91-1320111 2321 ROSECRANS SUITE 2250 · EL SEGUNDO, CA 90245 | Investment Management | $48,893 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $25,755 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 86-0002768 100 W WASHINGTON ST 22ND FLOOR · PHOENIX, AZ 85003 | Securities Custodian | $23,608 |
ULLICO3+ years Service code 23 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Insurance services | $17,525 |
ROTHSCHILD ASSET MANAGEMENT3+ years Service code 28 · EIN 90-0087978 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $15,902 |
BALDWIN & BALDWIN PLLC3+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $13,850 |
LETTERSTREAM2 years Service code 99 8551 E ANDERSON DR #108 · SCOTTSDALE, AZ 85255 | Other Fees | $5,795 |
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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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 14.18% | 11.16%+3.0pp | 10.36%+3.8pp | 10.41%+3.8pp |
| Employer contribution / active EE | $2,283 | $16,610-86.3% | $37,738-94.0% | $14,691-84.5% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |