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| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES3 years Filed as: ALAN BILLER & ASSOC Service code 27 · EIN 94-2854958 535 MIDDLEFIELD RD #230 · MENLO PARK, CA 94025 | Advisory (Plan) | $150,764 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 52 · EIN 91-1042342 1301 FIFTH AVE SUITE 3100 · SEATTLE, WA 98101 | Indirect Investment Fees | $82,480 |
SOUTHWEST SERVICE ADMINISTRATORS4+ years Service code 13 · EIN 86-0785790 2250 W UNION HILLS DRIVE SUITE 250 · PHOENIX, AZ 85027 | Contract Administrator | $81,972 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET INTERNATIONAL Service code 51 · EIN 04-3472863 200 CLARENDON STR 30TH FLOOR · BOSTON, MA 02115 | Investment Mgmt Fees | $80,830 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 1230 W WASHINGTON SUITE 501 · TEMPE, AZ 85082 | Actuarial | $53,370 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-1492157 100 W WASHINGTON ST 22ND FLOOR · PHOENIX, AZ 85003 | Securities Custodian | $41,858 |
BALDWIN & BALDWIN PLLC4+ years Service code 10 · EIN 46-4370753 701 N 44TH ST · PHOENIX, AZ 85008 | Accounting | $36,650 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0614919 | Insurance services | $28,469 |
AUDAX2 years Filed as: AUDAX SENIOR LOAN IDF FUND Service code 51 · EIN 82-5464574 101 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Mgmt Fees | $25,190 |
RYAN RAPP & UNDERWOOD1 year Filed as: RYAN RAPP UNDERWOOD & PACHECO PLC Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE SUITE 1600 · PHOENIX, AZ 85012 | Legal | $21,009 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 5.36% | 10.27%-4.9pp | 10.56%-5.2pp | 53.27%-47.9pp |
| Employer contribution / active EE | $11,374 | $12,273-7.3% | $30,197-62.3% | $14,774-23.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |