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| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS5+ years Service code 13 · EIN 86-6951948 PO BOX 43170 · PHOENIX, AZ 85080 | Contract Administrator | $85,976 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 16 71 S WACKER DR 31ST FLOOR · CHICAGO, IL 60606 | Consulting | $78,164 |
GUST ROSENFELD1 year Filed as: GUST ROSENFIELD Service code 29 · EIN 86-0638003 ONE EAST WASHINGTON STREET #1600 · PHOENIX, AZ 85004 | Legal | $52,429 |
VERUS5+ years Filed as: VERUS INVESTMENTS Service code 28 · EIN 91-1320111 2321 ROSECRANS SUITE 2250 · EL SEGUNDO, CA 90245 | Investment Management | $50,000 |
Filed as: NOVARA TESIJA AND CATENACCI PLLC Service code 29 888 W BIG BEAVER RD. SUITE 600 · TROY, MI 48083 | Legal | $24,967 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 86-0002768 100 W WASHINGTON ST · PHOENIX, AZ 85003 | Securities Custodian | $23,121 |
ASB CAPITAL MANAGEMENT5+ 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 | $20,747 |
ROTHSCHILD ASSET MANAGEMENT5+ years Service code 28 · EIN 90-0087978 1251 AVE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $19,549 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance services | $17,878 |
PANAGORA ASSET MANAGEMENT2 years Service code 28 ONE INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $11,862 |
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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 | $26,894-100.0% | $362,723-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 44.9%-44.9pp | 37.9%-37.9pp | 13.0%-13.0pp |
| Annual return | 17.17% | 10.76%+6.4pp | 10.56%+6.6pp | 13.59%+3.6pp |
| Employer contribution / active EE | $2,137 | $10,184-79.0% | $30,199-92.9% | $14,592-85.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $280-100.0% | $2,168-100.0% | $29,657-100.0% |