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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPLE FINANCIAL GROUP Service code 15 711 HIGH ST · DES MOINES, IA 50392 | Recordkeeping | $217,672 |
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 | Contract Administrator | $107,843 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN D BILLER & ASSOCIATES Service code 27 535 MIDDLEFIELD RD #230 · MENLO PARK, CA 94025 | Advisory (Plan) | $60,000 |
THE SEGAL COMPANY5 years Service code 17 · EIN 13-1835864 1230 W WASHINGTON STREET 501 · TEMPE, AZ 85281 | Pension Consulting | $34,051 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT PLLC Service code 10 · EIN 46-4370753 8399 E INDIAN SCHOOL RD #201 · SCOTTSDALE, AZ 85251 | Accounting | $26,250 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $17,803 |
RYAN RAPP & UNDERWOOD1 year Filed as: RYAN RAPP UNDERWOOD & PACHECO PLC Service code 29 · EIN 86-0767091 3101 N CENTRAL AVE SUITE 2250 · PHOENIX, AZ 85012 | Legal | $13,029 |
NECASTAR4 years Service code 13 · EIN 86-0140480 | Contract Administrator | $10,673 |
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 | $31,175 | $88,770-64.9% | $109,191-71.4% | $93,010-66.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 12.89% | 60.64%-47.8pp | 25.76%-12.9pp | 158.70%-145.8pp |
| Employer contribution / active EE | $1,606 | $3,780-57.5% | $3,723-56.9% | $2,705-40.6% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $131 | $172-24.0% | $6,756-98.1% | $152-13.7% |