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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 245 PARK AVE. · NEW YORK, NY 10167 | Investment Management | $187,881 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 14 · EIN 52-1590516 2001 W CAMELBACK RD STE B350 · PHOENIX, AZ 850157404 | Plan Administrator | $140,614 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 155 N WACKER DRIVE 4600 · CHICAGO, IL 60606 | Investment Management | $117,697 |
VERUS1 year Filed as: VERUS ADVISORS, INC. Service code 17 · EIN 91-1320111 2321 ROSECRANS AVENUE · EL SEGUNDO, CA 90245 | Pension Consulting | $87,000 |
WAMCO4+ years Service code 28 · EIN 95-2705767 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Investment Management | $78,917 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 333 W 34TH ST · NEW YORK, NY 100012402 | Insurance Commissions | $67,786 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 100 W WASHINGTON · PHOENIX, AZ 85003 | Custodial (other than securities) | $47,167 |
PANAGORA ASSET MANAGEMENT2 years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 51 470 ATLANTIC AVE. · BOSTON, MA 02210 | Investment Mgmt Fees | $38,417 |
BALDWIN & BALDWIN PLLC4+ years Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85008 | Accounting | $29,476 |
JENNINGS, STROUSS & SALMON, PLC4+ years Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET · PHOENIX, AZ 85004 | Legal | $25,270 |
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 | $0 | $57,255-100.0% | $83,831-100.0% | $68,904-100.0% |
| Participation rate | 0.0% | 86.2%-86.2pp | 76.1%-76.1pp | 74.1%-74.1pp |
| Annual return | -6.98% | -0.34%-6.6pp | 850.99%-858.0pp | 1.07%-8.0pp |
| Employer contribution / active EE | $1,350 | $3,341-59.6% | $3,631-62.8% | $2,540-46.8% |
| Participant deferral / active EE | $0 | $3,207-100.0% | $4,082-100.0% | $4,015-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $5,479-100.0% | $71-100.0% |