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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTHWEST SERVICE ADMIN INC Service code 13 · EIN 86-0785790 2550 W UNION HILLS DRIVE STE 250 · PHOENIX, AZ 85027 | Contract Administrator | $104,229 |
RBC WEALTH MANAGEMENT2 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $56,063 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 27 · EIN 26-1370698 | Advisory (Plan) | $44,622 |
CONNER & WINTERS6+ years Service code 29 · EIN 73-1388566 | Legal | $30,845 |
CUNEO, LAWSON, SHAY & STALEY6+ years Service code 10 · EIN 44-0642126 | Accounting | $21,430 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 11.39% | 6.41%+5.0pp | 8.01%+3.4pp | 11.45%-0.1pp |
| Employer contribution / active EE | $4,730 | $11,592-59.2% | $29,476-84.0% | $17,219-72.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |