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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 245 PARK AVENUE FLOOR 7 · NEW YORK, NY 10167 | Investment Management | $182,220 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 14 · EIN 52-1590516 2001 WEST CAMELBACK RD · PHOENIX, AZ 85015 | Plan Administrator | $132,190 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE 4600 · CHICAGO, IL 60606 | Investment Management | $109,448 |
WAMCO1+ years Service code 28 · EIN 95-2705767 100 INTERNATIONAL DR. · BALTIMORE, MD 21202 | Investment Management | $86,131 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 04-2683227 TWO EMBARCADERO CENTER SUITE 1645 · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $59,725 |
ULLICO1+ years Service code 22 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Insurance Broker | $59,344 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 MAC S4101-228 · PHOENIX, AZ 85003 | Custodial (other than securities) | $57,978 |
VERUS1+ years Service code 17 · EIN 91-1320111 2321 ROSENCRANS AVENUE · EL SEGUNDO, CA 90245 | Pension Consulting | $50,582 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET GLOBAL Service code 51 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Mgmt Fees | $39,159 |
BALDWIN & BALDWIN PLLC1+ years Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85082 | Accounting | $25,600 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,682 | $48,096-36.2% | $75,784-59.5% | $67,505-54.5% |
| Participation rate | 100.0% | 86.8%+13.2pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | -2.52% | 0.30%-2.8pp | 9.68%-12.2pp | 6.52%-9.0pp |
| Employer contribution / active EE | $807 | $2,549-68.4% | $3,323-75.7% | $2,173-62.9% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,652-100.0% | $3,597-100.0% |
| Admin fee / account holder | $131 | $82+59.2% | $5,300-97.5% | $56+132.7% |