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| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS4+ years Service code 13 · EIN 86-6951948 PO BOX 43170 · PHOENIX, AZ 85080 | Contract Administrator | $86,449 |
GUST ROSENFELD4+ years Service code 29 · EIN 86-0638003 ONE EAST WASHINGTON STREET #1600 · PHOENIX, AZ 85004 | Legal | $81,287 |
VERUS4+ years Filed as: VERUS INVESTMENTS Service code 28 · EIN 91-1320111 2321 ROSECRANS SUITE 2250 · EL SEGUNDO, CA 90245 | Investment Management | $50,838 |
THE SEGAL COMPANY4+ years Service code 16 · EIN 94-1503999 1230 W WASHINGTON 501 · TEMPE, AZ 85281 | Consulting | $29,250 |
Filed as: NOVARA TESIJA AND CATENACCI PLLC Service code 29 888 W BIG BEAVER RD. SUITE 600 · TROY, MI 48083 | Legal | $26,106 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 16 71 S WACKER DR 31ST FLOOR · CHICAGO, IL 60606 | Consulting | $25,379 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 86-0002768 100 W WASHINGTON ST · PHOENIX, AZ 85003 | Securities Custodian | $23,181 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE SUITE 1500 W · BETHESDA, MD 20814 | Investment Management | $19,615 |
ULLICO4+ years Service code 23 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Insurance services | $17,347 |
BALDWIN & BALDWIN PLLC4+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $12,780 |
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Annual investment return 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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -7.68% | -1.56%-6.1pp | -2.18%-5.5pp | 10.56%-18.2pp |
| Employer contribution / active EE | $1,464 | $15,244-90.4% | $38,751-96.2% | $13,643-89.3% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |