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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 51 711 HIGH ST · DES MOINES, IA 50392 | Investment Mgmt Fees | $232,612 |
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 52-1590516 | Contract Administrator | $104,989 |
ALAN BILLER & ASSOCIATES3 years Service code 27 535 MIDDLEFIELD RD #230 · MENLO PARK, CA 94025 | Advisory (Plan) | $60,000 |
Filed as: RYAN RAPP & PACHECO PLC Service code 29 · EIN 86-0767091 3101 N CENTRAL AVE SUITE 2250 · PHOENIX, AZ 85012 | Legal | $29,335 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT PLLC Service code 10 · EIN 46-4370753 8399 E INDIAN SCHOOL RD #201 · SCOTTSDALE, AZ 85251 | Accounting | $27,700 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $13,632 |
THE SEGAL COMPANY4 years Service code 17 · EIN 13-1835864 1230 W WASHINGTON STREET 501 · TEMPE, AZ 85281 | Pension Consulting | $13,500 |
NECASTAR3 years Service code 13 · EIN 86-0140480 | Contract Administrator | $11,053 |
Service code 36 2241 S 7TH ST · PHOENIX, AZ 85034 | Copying and duplicating | $5,102 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,454 | $81,719-67.6% | $101,275-73.9% | $90,274-70.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 12.14% | 337.64%-325.5pp | 46.46%-34.3pp | 53.97%-41.8pp |
| Employer contribution / active EE | $1,403 | $3,622-61.3% | $3,660-61.7% | $2,523-44.4% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $129 | $162-20.2% | $5,948-97.8% | $114+13.2% |