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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 2001 W CAMELBACK RD SUITE B350 · PHOENIX, AZ 85015 | Contract Administrator | $161,001 |
ULLICO2 years Service code 51 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Mgmt Fees | $127,030 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 51 · EIN 65-0694011 | Investment Mgmt Fees | $125,388 |
ALLAN BATES AND ASSOCIATES3 years Filed as: ALLAN BILLER Service code 27 535 MIDDLEFIELD RD #230 · MENLO PARK, CA 94025 | Advisory (Plan) | $100,000 |
THE SEGAL COMPANY6+ years Service code 13 · EIN 13-1835864 1230 W WASHINGTON SUITE 501 · TEMPE, AZ 85281 | Contract Administrator | $97,722 |
ARROWSTREET CAPITAL2 years Service code 51 200 CLARENDON ST #30 · BOSTON, MA 02116 | Investment Mgmt Fees | $86,501 |
ASB CAPITAL MANAGEMENT2 years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $85,022 |
Filed as: RYAN RAPP & PACHECO PLC Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE SUITE 2250 · PHOENIX, AZ 85016 | Legal | $41,858 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 11720 W PARK PLACE SUITE 400 · MILWAUKEE, WI 53224 | Securities Custodian | $37,928 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT PLLC Service code 10 · EIN 46-4370753 | Accounting | $34,200 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 12.17% | 6.82%+5.3pp | 8.01%+4.2pp | 12.86%-0.7pp |
| Employer contribution / active EE | $4,882 | $12,695-61.5% | $29,476-83.4% | $13,687-64.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |