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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 · PHOENIX, AZ 85027 | Contract Administrator | $73,902 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 27 · EIN 26-1370698 | Advisory (Plan) | $54,607 |
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $54,332 |
CONNER & WINTERS7+ years Service code 29 · EIN 73-1388566 | Legal | $47,230 |
Filed as: CUNEO, LAWSON, SHAY, STALEY Service code 10 · EIN 44-0642126 | Accounting | $21,436 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 12.65% | 24.46%-11.8pp | 11.08%+1.6pp | 13.24%-0.6pp |
| Employer contribution / active EE | $4,330 | $11,981-63.9% | $28,418-84.8% | $14,616-70.4% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |