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| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN BILLER & ASSOC Service code 27 · EIN 94-2854958 535 MIDDLEFIELD RD #230 · MENLO PARK, CA 94025 | Advisory (Plan) | $149,586 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 52 · EIN 91-1042342 1301 FIFTH AVE SUITE 3100 · SEATTLE, WA 98101 | Indirect Investment Fees | $84,847 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET INTERNATIONAL Service code 51 · EIN 04-3472863 200 CLARENDON STR 30TH FLOOR · BOSTON, MA 02115 | Investment Mgmt Fees | $81,577 |
SOUTHWEST SERVICE ADMINISTRATORS3+ years Service code 13 · EIN 86-0785790 2550 W UNION HILLS DR STE 250 · PHOENIX, AZ 85027 | Contract Administrator | $79,013 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 1230 W WASHINGTON SUITE 501 · TEMPE, AZ 85082 | Actuarial | $49,699 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-1492157 100 W WASHINGTON ST 22ND FLOOR · PHOENIX, AZ 85003 | Securities Custodian | $45,266 |
BALDWIN & BALDWIN PLLC3+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $39,500 |
RYAN RAPP & UNDERWOOD3+ years Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE SUITE 1600 · PHOENIX, AZ 85012 | Legal | $28,969 |
ULLICO3+ years Service code 23 · EIN 13-1423090 1625 EYE STEER SW · WASHINGTON, DC 20006 | Insurance services | $22,745 |
PANAGONA RISK PARITY1 year Service code 51 · EIN 04-3183235 470 ATALNTIC AVE · BOSTON, MA 02210 | Investment Mgmt Fees | $11,188 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 8.12% | 4.25%+3.9pp | -752.26%+760.4pp | 0.19%+7.9pp |
| Employer contribution / active EE | $11,720 | $11,906-1.6% | $31,802-63.1% | $13,763-14.8% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |