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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON ST · TEMPE, AZ 85281 | Actuarial | $91,777 |
NUVEEN1 year Filed as: NUVEEN ASSET MANAGEMENT LLC Service code 28 901 S. MARQUETTE AVE #2900 · MINNEAPOLIS, MN 55402 | Investment Management | $86,672 |
SOUTHWEST SERVICE ADMINISTRATORS3+ years Service code 13 · EIN 86-0785790 PO BOX 43170 · PHOENIX, AZ 850803170 | Contract Administrator | $62,929 |
RYAN RAPP & UNDERWOOD1 year Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE STE 2250 · PHOENIX, AZ 85012 | Legal | $16,706 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT Service code 23 · EIN 13-1963496 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance services | $12,932 |
BALDWIN & BALDWIN PLLC3+ years Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85008 | Accounting | $11,190 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF ARIZONA Service code 19 6001 N. 24TH STREET · PHOENIX, AZ 85016 | Securities Custodian | $8,546 |
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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 | $360,335-100.0% | $245,396-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | - |
| Annual return | 0.94% | 25.06%-24.1pp | -752.26%+753.2pp | - |
| Employer contribution / active EE | $2,811 | $22,783-87.7% | $31,802-91.2% | - |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $1,223-100.0% | - |