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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 52-1590516 2001 WEST CAMELBACK RD · PHOENIX, AZ 85015 | Contract Administrator | $254,578 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 245 PARK AVENUE FLOOR 7 · NEW YORK, NY 10167 | Investment Management | $69,766 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON 501 · TEMPE, AZ 85021 | Actuarial | $47,944 |
VERUS3+ years Service code 17 · EIN 91-1320111 2321 ROSECRANS AVE. · EL SEGUNDO, CA 90245 | Pension Consulting | $40,000 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN & BALDWIN, PLLC Service code 10 · EIN 46-4370753 PO BOX 65585 · PHOENIX, AZ 85082 | Accounting | $25,831 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK NA Service code 19 · EIN 94-1347393 100 WEST WASHINGTON 22ND FLOOR · PHOENIX, AZ 85003 | Securities Custodian | $20,783 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Service code 28 · EIN 95-2705767 385 E COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $17,887 |
JENNINGS, STROUSS & SALMON, PLC3+ years Service code 29 · EIN 86-0108229 1 EAST WASHINGTON ST 1900 · PHOENIX, AZ 85082 | Legal | $16,576 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DR 4600 · CHICAGO, IL 60606 | Investment Management | $14,872 |
ULLICO3+ years Service code 22 · EIN 13-2988846 1625 EYE STREET NW · WASHINGTON, DC 20006 | Insurance Broker | $11,565 |
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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 | $25,472-100.0% | $308,850-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 48.5%-48.5pp | 11.3%-11.3pp |
| Annual return | 12.93% | 9.27%+3.7pp | 14.41%-1.5pp | 10.41%+2.5pp |
| Employer contribution / active EE | $0 | $15,826-100.0% | $45,283-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $125-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $66-100.0% | $9,941-100.0% | $2,646-100.0% |