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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6+ years Service code 13 · EIN 52-1590516 2001 W CAMELBACK RD · PHOENIX, AZ 85015 | Contract Administrator | $265,161 |
Filed as: JENNINGS, STROUSS & SALMON PLC Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET · PHOENIX, AZ 85082 | Legal | $58,415 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON 501 · TEMPE, AZ 85021 | Actuarial | $50,511 |
VERUS3 years Filed as: VERUS ADVISORS, INC. Service code 17 · EIN 91-1320111 2321 ROSECRANS SUITE 2250 · EL SEGUNDO, CA 90245 | Pension Consulting | $44,000 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT PLLC Service code 10 · EIN 46-4370753 | Accounting | $25,000 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Service code 28 · EIN 95-2705767 385 E COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $14,874 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 245 PARK AVE. · NEW YORK, NY 10167 | Investment Management | $14,750 |
WARD KEENAN AND BARRETT, PC3 years Service code 29 · EIN 86-0274260 | Legal | $14,735 |
PGIM INVESTMENTS2 years Filed as: PGIM REAL ESTATE U.S. DEBT FUND, LP Service code 51 · EIN 82-1785551 | Investment Mgmt Fees | $12,728 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 100 W WASHINGTON ST · PHOENIX, AZ 85003 | Securities Custodian | $12,088 |
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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 | $150,398-100.0% | $162,072-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 42.3%-42.3pp | 33.1%-33.1pp | 43.1%-43.1pp |
| Annual return | 7.60% | 7.88%-0.3pp | 8.01%-0.4pp | 259.19%-251.6pp |
| Employer contribution / active EE | $0 | $36,826-100.0% | $29,476-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $818-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $223-100.0% | $630-100.0% | $21,502-100.0% |