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| Provider | Service type | Compensation |
|---|---|---|
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 | $328,867 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 14 · EIN 52-1590516 2001 W CAMELBACK RD STE B350 · PHOENIX, AZ 850157404 | Plan Administrator | $141,904 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE 4600 · CHICAGO, IL 60606 | Investment Management | $115,306 |
VERUS3+ years Service code 17 · EIN 91-1320111 2321 ROSENCRANS AVENUE · EL SEGUNDO, CA 90245 | Pension Consulting | $85,000 |
WAMCO3+ years Service code 28 · EIN 95-2705767 100 INTERNATIONAL DR. · BALTIMORE, MD 21202 | Investment Management | $76,291 |
ULLICO3+ years Service code 22 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Insurance Broker | $61,758 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 MAC S4101-228 · PHOENIX, AZ 85003 | Custodial (other than securities) | $57,317 |
Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 51 470 ATLANTIC AVENUE · BOSTON, MA 02210 | Investment Mgmt Fees | $27,089 |
BALDWIN & BALDWIN PLLC3+ years Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85082 | Accounting | $25,360 |
JENNINGS, STROUSS & SALMON, PLC3+ years Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET · PHOENIX, AZ 85004 | Legal | $16,072 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,515 | $59,184-36.6% | $92,240-59.3% | $177,276-78.8% |
| Participation rate | 100.0% | 85.6%+14.4pp | 76.5%+23.5pp | 74.8%+25.2pp |
| Annual return | 17.03% | 15.88%+1.2pp | 176.29%-159.3pp | 21.25%-4.2pp |
| Employer contribution / active EE | $980 | $2,985-67.2% | $3,680-73.4% | $2,479-60.5% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $150 | $98+52.9% | $5,194-97.1% | $154-2.4% |