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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 52 · EIN 91-1042342 1301 FIFTH AVE SUITE 3100 · SEATTLE, WA 98101 | Indirect Investment Fees | $101,628 |
SOUTHWEST SERVICE ADMINISTRATORS1+ years Service code 13 · EIN 86-0785790 2550 W UNION HILLS DR · PHOENIX, AZ 85027 | Contract Administrator | $78,940 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 5500 W WASHINGTON BLVD #900 · CHICAGO, IL 60661 | Advisory (Plan) | $77,000 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 1230 W WASHINGTON SUITE 501 · TEMPE, AZ 85082 | Actuarial | $65,871 |
Filed as: INSTITUTIONAL CAPITAL LLC Service code 58 · EIN 13-5582869 225 W WACKER DR. · CHICAGO, IL 60606 | Product termination fees (surrender c... | $49,899 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: JANUS CAPITAL MANAGEMENT Service code 51 · EIN 75-3019302 151 DETROIT ST · DENVER, CO 80206 | Investment Mgmt Fees | $44,459 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-1492157 100 W WASHINGTON 22ND FLOOR · PHOENIX, AZ 85003 | Securities Custodian | $40,895 |
BALDWIN & BALDWIN PLLC1+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $40,000 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 METRO CENTER ONE STATION PLACE · STAMFORD, CT 06902 | Investment Management | $27,328 |
FISHER INVESTMENTS1+ years Filed as: FISHER INVESTMENTS INSTITUTIONAL GR Service code 28 · EIN 94-3029777 13100 SKYLINE BOULEVARD · WOODSIDE, CA 94062 | Investment Management | $26,922 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -0.73% | 3.49%-4.2pp | 4.16%-4.9pp | 7.18%-7.9pp |
| Employer contribution / active EE | $6,560 | $11,083-40.8% | $29,966-78.1% | $13,095-49.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |