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| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS6+ years Service code 13 · EIN 86-0785790 PO BOX 43170 · PHOENIX, AZ 850803170 | Contract Administrator | $68,093 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 94-1503999 | Actuarial | $63,699 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-3180817 | Advisory (Plan) | $16,256 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT Service code 23 · EIN 46-0619194 333 W 34TH STREET · NEW YORK, NY 10001 | Insurance services | $13,518 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF ARIZONA Service code 19 6001 N 24TH STREET · PHOENIX, AZ 85016 | Securities Custodian | $11,496 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT PLLC Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 850820008 | Accounting | $10,416 |
RYAN RAPP & UNDERWOOD1 year Filed as: RYAN RAPP UNDERWOOD & PACHECO PLC Service code 11 · EIN 86-0767091 | Actuarial | $5,811 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 9.48% | 24.46%-15.0pp | 11.08%-1.6pp | 13.24%-3.8pp |
| Employer contribution / active EE | $2,390 | $11,981-80.1% | $28,418-91.6% | $14,616-83.7% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |