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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY9+ years Service code 11 · EIN 94-1503999 | Actuarial | $72,388 |
SOUTHWEST SERVICE ADMINISTRATORS9+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $70,624 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-3180817 | Advisory (Plan) | $18,096 |
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT Service code 23 · EIN 48-0619194 | Insurance services | $15,462 |
THE BANK OF NEW YORK MELLON8 years Filed as: BANK OF ARIZONA Service code 19 6001 N 24TH STREET · PHOENIX, AZ 85016 | Securities Custodian | $13,782 |
BALDWIN & BALDWIN PLLC3 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $11,041 |
Filed as: THE KELLEY LAW GROUP Service code 29 | Legal | $8,467 |
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Employer contribution per participant 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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 21.75% | 11.08%+10.7pp | 8.10%+13.7pp | 8.76%+13.0pp |
| Employer contribution / active EE | $2,641 | $13,910-81.0% | $28,649-90.8% | $16,664-84.2% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |