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| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS10+ years Service code 13 · EIN 86-6084210 | Contract Administrator | $222,400 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN ASSET MGT Service code 28 · EIN 13-6038770 | Investment Management | $79,431 |
VERUS10+ years Filed as: VERUS ADVISORS, INC Service code 17 · EIN 91-1320111 | Pension Consulting | $75,000 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-0503999 | Actuarial | $60,146 |
US BANK4 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $28,605 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $26,155 |
SPENCER FANE LLP2 years Service code 29 2415 E CAMELBACK RD #600 · PHOENIX, AZ 85016 | Legal | $25,420 |
BALDWIN & BALDWIN PLLC3 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $24,582 |
WEINBERG, ROGER & ROSENFELD7 years Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $24,000 |
LETTERSTREAM10+ years Service code 36 8551 E ANDERSON DR · SCOTTSDALE, AZ 85255 | Copying and duplicating | $23,522 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $206,041-100.0% | $201,416-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 43.7%-43.7pp |
| Annual return | 3.92% | 7.46%-3.5pp | 8.10%-4.2pp | 13.05%-9.1pp |
| Employer contribution / active EE | $0 | $34,689-100.0% | $28,649-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $31,365-100.0% |