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| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS1+ years Service code 13 · EIN 86-0785790 PO BOX 43170 · PHOENIX, AZ 850803170 | Contract Administrator | $62,277 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 51 · EIN 47-0875103 2049 CENTURY PARK E # 16 · LOS ANGELES, CA 90067 | Investment Mgmt Fees | $54,174 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 1230 WEST WASHINGTON STREET · TEMPE, AZ 85281 | Actuarial | $52,587 |
RYAN RAPP & UNDERWOOD1+ years Filed as: RYAN RAPP & UNDERWOOD, PLC Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE STE 2250 · PHOENIX, AZ 85012 | Legal | $15,703 |
ULLICO1+ years Service code 23 · EIN 13-1423090 1625 I ST NW · WASHINGTON, DC 20006 | Insurance services | $15,320 |
BALDWIN & BALDWIN PLLC1+ years Service code 10 · EIN 46-4370753 P.O. BOX 60008 · PHOENIX, AZ 85082 | Accounting | $10,910 |
BOKF, NA1+ years Filed as: BOK FINANCIAL Service code 19 · EIN 73-0780382 | Securities Custodian | $7,412 |
Filed as: MERRILL LYNCH Service code 27 | Advisory (Plan) | $6,959 |
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Employer contribution per participant 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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 2.39% | 2.79%-0.4pp | 4.16%-1.8pp | 11.88%-9.5pp |
| Employer contribution / active EE | $2,735 | $10,530-74.0% | $29,966-90.9% | $14,612-81.3% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |