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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 2001 WEST CAMELBACK ROAD. · PHOENIX, AZ 85015 | Contract Administrator | $263,145 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 245 PARK AVENE FLOOR 7 · NEW YORK, NY 10167 | Investment Management | $51,069 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON · TEMPE, AZ 85021 | Actuarial | $49,428 |
VERUS2+ years Service code 17 · EIN 91-1320111 2321 ROSECRANS AVE. · EL SEGUNDO, CA 90245 | Pension Consulting | $40,000 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 100 WEST WASHINGTON · PHOENIX, AZ 85003 | Securities Custodian | $25,269 |
BALDWIN & BALDWIN PLLC2+ years Service code 10 · EIN 46-4370753 PO BOX 65585 · PHOENIX, AZ 85082 | Accounting | $25,000 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $20,402 |
JENNINGS, STROUSS & SALMON, PLC2+ years Service code 29 · EIN 86-0108229 1 EAST WASHINGTON ST · PHOENIX, AZ 85082 | Legal | $16,731 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 28 · EIN 95-2705767 385 E. COLORADO BLVD. · PASADENA, CA 91101 | Investment Management | $12,710 |
WARD KEENAN AND BARRETT, PC2+ years Filed as: WARD KEENAN & BARRETT Service code 29 · EIN 86-0274260 2141 E CAMELBACK RD #100 · PHOENIX, AZ 85016 | Legal | $12,648 |
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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 | $29,685-100.0% | $264,156-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 18.4%-18.4pp | 45.6%-45.6pp | 12.6%-12.6pp |
| Annual return | 5.92% | 4.97%+0.9pp | 4.74%+1.2pp | 4.56%+1.4pp |
| Employer contribution / active EE | $0 | $17,970-100.0% | $46,220-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $141-100.0% | $248-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $12,050-100.0% | $1,711-100.0% |