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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 2001 WEST CAMELBACK RD. · PHOENIX, AZ 85015 | Contract Administrator | $255,082 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON 501 · TEMPE, AZ 85021 | Actuarial | $67,290 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 245 PARK AVENUE FLOOR 7 · NEW YORK, NY 10167 | Investment Management | $63,297 |
VERUS1+ years Service code 17 · EIN 91-1320111 2321 ROSECRANS AVE. · EL SEGUNDO, CA 90245 | Pension Consulting | $43,082 |
BALDWIN & BALDWIN PLLC1+ years Service code 10 · EIN 46-4370753 PO BOX 65585 · PHOENIX, AZ 85082 | Accounting | $25,600 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DR. 4600 · CHICAGO, IL 60606 | Investment Management | $23,048 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 100 WEST WASHINGTON 22ND FLOOR · PHOENIX, AZ 85003 | Securities Custodian | $22,430 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET GLOBAL Service code 28 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $15,540 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Service code 28 · EIN 95-2705767 385 E. COLORADO BLVD. · PASADENA, CA 91101 | Investment Management | $14,796 |
ULLICO1+ years Service code 22 · EIN 13-2988846 1625 EYE STREET NW · WASHINGTON, DC 20006 | Insurance Broker | $13,416 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $42,192-100.0% | $252,559-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 50.9%-50.9pp | 15.7%-15.7pp |
| Annual return | -0.71% | -1.30%+0.6pp | -1.68%+1.0pp | -7.14%+6.4pp |
| Employer contribution / active EE | $0 | $17,978-100.0% | $44,959-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $0 | $330-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,033-100.0% | $12,994-100.0% | $1,191-100.0% |