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| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES1 year Service code 27 · EIN 94-2854958 535 MIDDLEFIELD RD #230 · MENLO PARK, CA 94025 | Advisory (Plan) | $154,535 |
SOUTHWEST SERVICE ADMINISTRATORS5+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $85,534 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 52 · EIN 91-1042342 1301 FIFTH AVE SUITE 3100 · SEATTLE, WA 98101 | Indirect Investment Fees | $85,309 |
ARROWSTREET CAPITAL3 years Filed as: ARROWSTREET INTERNATIONAL Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $82,815 |
ULLICO2 years Filed as: ULLICO INFRASTRUCTURE Service code 52 · EIN 90-0622302 | Indirect Investment Fees | $68,324 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $62,525 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-1492157 100 W WASHINGTON ST 22ND FLOOR · PHOENIX, AZ 85003 | Securities Custodian | $42,249 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT PPLC Service code 10 · EIN 46-4370753 8399 E INDIAN SCHOOL RD #201 · SCOTTSDALE, AZ 85251 | Accounting | $40,450 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0614919 | Insurance services | $29,355 |
RYAN RAPP & UNDERWOOD2 years Filed as: RYAN RAPP UNDERWOOD & PACHECO PLC Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE SUITE 1600 · PHOENIX, AZ 85012 | Legal | $26,864 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 2.97% | 6.41%-3.4pp | 8.01%-5.0pp | 11.45%-8.5pp |
| Employer contribution / active EE | $11,441 | $11,592-1.3% | $29,475-61.2% | $17,219-33.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |