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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6+ years Service code 14 · EIN 52-1590516 2001 W CAMELBACK RD STE B350 · PHOENIX, AZ 85015 | Plan Administrator | $135,701 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 245 PARK AVE. · NEW YORK, NY 10167 | Investment Management | $134,166 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 155 N WACKER DRIVE 4600 · CHICAGO, IL 60606 | Investment Management | $100,999 |
Service code 28 · EIN 95-2705767 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Investment Management | $98,712 |
VERUS3 years Filed as: VERUS ADVISORS, INC. Service code 17 · EIN 91-1320111 2321 ROSECRANS AVENUE · EL SEGUNDO, CA 90245 | Pension Consulting | $97,000 |
PGIM INVESTMENTS3 years Filed as: PGIM REAL ESTATE U.S. DEBT FUND, LP Service code 51 · EIN 82-1785551 | Investment Mgmt Fees | $76,371 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 333 W 34TH ST · NEW YORK, NY 100012402 | Insurance Commissions | $62,847 |
Filed as: JENNINGS, STROUSS & SALMON PLC Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET ST. 1900 · PHOENIX, AZ 85004 | Legal | $58,030 |
PANAGORA ASSET MANAGEMENT4 years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 51 470 ATLANTIC AVE · BOSTON, MA 02210 | Investment Mgmt Fees | $45,257 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT PLLC Service code 10 · EIN 46-4370753 | Accounting | $25,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,814 | $73,497-45.8% | $101,275-60.7% | $93,223-57.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 75.8%+24.2pp | 74.9%+25.1pp |
| Annual return | 10.32% | 11.66%-1.3pp | 46.46%-36.1pp | 19.29%-9.0pp |
| Employer contribution / active EE | $1,830 | $3,600-49.2% | $3,660-50.0% | $2,680-31.7% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $125 | $121+3.4% | $5,948-97.9% | $79+57.9% |