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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS Service code 13 · EIN 38-2383171 7180 KOLL CENTER PKWY # 200 · PLEASANTON, CA 94566 | Contract Administrator | $323,826 |
VERUS1 year Filed as: VERUS ADVISORS, INC. Service code 27 · EIN 91-1320111 2321 ROSECRANS AVENUE · EL SEGUDO, CA 94501 | Advisory (Plan) | $261,503 |
Filed as: CAUSEWAY INVESTMENT MANAGEMENT Service code 51 · EIN 04-6987758 11111 SANTA MONICA BLVD · LOS ANGELES, CA 12697 | Investment Mgmt Fees | $218,601 |
PGIM INVESTMENTS1 year Filed as: PGIM GLOBAL INVESTMENT MANAGEMENT Service code 51 · EIN 23-6994310 1114 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Mgmt Fees | $116,727 |
THE SEGAL COMPANY4+ years Service code 17 · EIN 13-1835864 1230 W WASHINGTON STREET · TEMPE, AZ 85281 | Pension Consulting | $111,520 |
THE CARLYLE GROUP1 year Filed as: CARLYLE REAL ESTATE PARTNERS Service code 51 1001 PENN AVE NW · WASHINGTON, DC 20004 | Investment Mgmt Fees | $109,385 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 13-1835864 180 HOWARD STREET · SAN FRANCISCO, CA 94105 | Insurance services | $105,316 |
MCMORGAN & COMPANY LLC4+ years Filed as: MCMORGAN AND COMPANY Service code 51 · EIN 94-1650768 ONE FRONT STREET · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $92,110 |
JENNINGS, STROUSS & SALMON, PLC4+ years Filed as: JENNINGS, STROUSS & SALMON Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET · PHOENIX, AZ 85004 | Legal | $62,515 |
BALDWIN & BALDWIN PLLC4+ years Service code 10 · EIN 46-4370753 701 N. 44TH STREET · PHOENIX, AZ 85008 | Accounting | $51,290 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 0.25% | 12.20%-12.0pp | 10.56%-10.3pp | 21.83%-21.6pp |
| Employer contribution / active EE | $9,786 | $12,801-23.6% | $30,199-67.6% | $12,237-20.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |