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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 2555 E. CAMELBACK RD., STE 900 · PHOENIX, AZ 850164218 | Advisory (Plan) | $38,061 |
SUNWEST PENSIONS2+ years Service code 11 P.O. BOX 7850 · TEMPE, AZ 85281 | Actuarial | $14,775 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $286,961-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 12.6%-12.6pp |
| Annual return | -4.10% | 2.67%-6.8pp | 2.61%-6.7pp | 4.56%-8.7pp |
| Employer contribution / active EE | $0 | $6,411-100.0% | $24,109-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $148-100.0% | $1,711-100.0% |