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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 52-1590516 2001 W CAMELBACK RD · PHOENIX, AZ 85015 | Contract Administrator | $156,652 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 51 · EIN 65-0694011 | Investment Mgmt Fees | $122,104 |
ULLICO1 year Service code 51 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Mgmt Fees | $110,387 |
ALLAN BATES AND ASSOCIATES2 years Filed as: ALLAN BILLER Service code 27 535 MIDDLEFIELD RD #230 · MENLO PARK, CA 94025 | Advisory (Plan) | $100,000 |
ARROWSTREET CAPITAL1 year Service code 51 200 CLARENDON ST #30 · BOSTON, MA 02116 | Investment Mgmt Fees | $81,231 |
ASB CAPITAL MANAGEMENT1 year Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $80,863 |
THE SEGAL COMPANY5+ years Service code 17 · EIN 13-1835864 1230 W WASHINGTON SUITE 501 · TEMPE, AZ 85281 | Pension Consulting | $60,046 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 11720 W PARK PLACE · MILWAUKEE, WI 53224 | Securities Custodian | $39,205 |
BALDWIN & BALDWIN PLLC5+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $33,500 |
LOOMIS SAYLES2 years Filed as: LOOMIS Service code 51 ONE FINANCIAL CENTER 27TH FLOOR · BOSTON, MA 02111 | Investment Mgmt Fees | $33,305 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 17.90% | 12.20%+5.7pp | 10.56%+7.3pp | 21.83%-3.9pp |
| Employer contribution / active EE | $6,847 | $12,801-46.5% | $30,199-77.3% | $12,237-44.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |