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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 86-0785279 | Contract Administrator | $54,763 |
VERUS3 years Filed as: VERUS ADVISORS, INC Service code 17 · EIN 91-1320111 2321 ROSECRANS SUITE 2250 · EL SEGUNDO, CA 90245 | Pension Consulting | $48,000 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON 501 · TEMPE, AZ 85021 | Actuarial | $47,980 |
WARD KEENAN AND BARRETT, PC6 years Service code 29 · EIN 86-0274260 | Legal | $28,398 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $27,149 |
Filed as: JENNINGS, STROUSS & SALMON PLC Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET · PHOENIX, AZ 85082 | Legal | $21,420 |
SPENCER FANE LLP1 year Service code 29 2415 E CAMELBACK RD #600 · PHOENIX, AZ 85016 | Legal | $17,920 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 245 PARK AVE · NEW YORK, NY 10167 | Investment Management | $15,666 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 | Securities Custodian | $14,144 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 385 E COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $12,488 |
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 | $162,803-100.0% | $473,625-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 37.3%-37.3pp | 55.8%-55.8pp |
| Annual return | 6.26% | 17.22%-11.0pp | 20.18%-13.9pp | 24.44%-18.2pp |
| Employer contribution / active EE | $0 | $35,410-100.0% | $29,108-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,013-100.0% |