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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7+ years Service code 13 · EIN 52-1590516 2001 W CAMELBACK RD · PHOENIX, AZ 85015 | Contract Administrator | $266,356 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON 501 · TEMPE, AZ 85021 | Actuarial | $51,686 |
VERUS1 year Filed as: VERUS ADVISORS, INC Service code 17 · EIN 91-1320111 2321 ROSECRANS SUITE 2250 · EL SEGUNDO, CA 90245 | Pension Consulting | $44,666 |
Filed as: JENNINGS, STROUSS & SALMON PLC Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET · PHOENIX, AZ 85082 | Legal | $40,749 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT PLLC Service code 10 · EIN 46-4370753 | Accounting | $25,031 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 | Securities Custodian | $16,563 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 385 E COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $14,691 |
WARD KEENAN AND BARRETT, PC4 years Service code 29 · EIN 86-0274260 | Legal | $13,775 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 155 W WACKER DRIVE 4600 · CHICAGO, IL 60606 | Investment Management | $11,821 |
PGIM INVESTMENTS3 years Filed as: PGIM REAL ESTATE U.S. DEBT FUND, LP Service code 51 · EIN 82-1785551 | Investment Mgmt Fees | $11,078 |
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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 | $186,219-100.0% | $201,582-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 37.2%-37.2pp | 23.6%-23.6pp | 37.6%-37.6pp |
| Annual return | 7.75% | 8.34%-0.6pp | 11.08%-3.3pp | 9.30%-1.6pp |
| Employer contribution / active EE | $0 | $35,279-100.0% | $28,418-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $94-100.0% | $86-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $7,234-100.0% | $6,559-100.0% | $12,596-100.0% |