Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 52 · EIN 91-1042342 1301 FIFTH AVE #3100 · SEATTLE, WA 98101 | Indirect Investment Fees | $105,211 |
SOUTHWEST SERVICE ADMINISTRATORS2+ years Service code 13 · EIN 86-0785790 2550 W UNION HILLS DRIVE #250 · PHOENIX, AZ 85027 | Contract Administrator | $80,055 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 5500 W. WASHINGTON BLVD #900 · CHICAGO, IL 60661 | Advisory (Plan) | $51,333 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER & ASSOC Service code 27 · EIN 94-2854958 535 MIDDLEFIELD RD #230 · MENLO PARK, CA 94025 | Advisory (Plan) | $47,627 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 1230 W WASHINGTON STREET #501 · TEMPE, AZ 85082 | Actuarial | $47,437 |
RYAN RAPP & UNDERWOOD1 year Filed as: RYAN RAPP AND UNDERWOOD Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE #1600 · PHOENIX, AZ 85012 | Legal | $44,322 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-1492157 100 W WASHINGTON 22ND FLOOR · PHOENIX, AZ 85003 | Securities Custodian | $43,423 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN & BALDWIN Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $40,500 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: JANUS CAPITAL MANAGEMENT Service code 51 · EIN 75-3019302 151 DETROIT ST · DENVER, CO 80206 | Investment Mgmt Fees | $33,754 |
Filed as: INSTITUTIONAL CAPITAL LLC Service code 51 · EIN 13-5582869 225 W WACKER DR. STE 240 · CHICAGO, IL 60606 | Investment Mgmt Fees | $26,848 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 9.41% | 11.78%-2.4pp | 8.32%+1.1pp | 23.90%-14.5pp |
| Employer contribution / active EE | $9,126 | $11,309-19.3% | $30,793-70.4% | $16,539-44.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |