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| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS1+ years Service code 13 · EIN 86-6084210 2400 WEST DUNLAP AVE · PHOENIX, AZ 85021 | Contract Administrator | $233,316 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 · EIN 13-6038770 575 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Advisory (Plan) | $149,877 |
VERUS1+ years Filed as: VERUS ADVISORS, INC Service code 17 · EIN 91-1320111 2321 ROSENCRANS · EL SEGUNDO, CA 90245 | Pension Consulting | $64,999 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-0503999 PO BOX 63610 · PHOENIX, AZ 85082 | Actuarial | $58,551 |
LETTERSTREAM1+ years Service code 36 8551 EAST ANDERSON DRIVE #108 · SCOTTSDALE, AZ 85255 | Copying and duplicating | $36,506 |
ULLICO1+ years Service code 23 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Insurance services | $34,561 |
LOOMIS SAYLES1+ years Service code 58 · EIN 04-0320030 555 CALIFORNIA STREET #3300 · SAN FRANCISCO, CA 94104 | Finders' fees / placement fees; Produ... | $34,321 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 100 WEST WASHINGTON 22ND FLOOR · PHOENIX, AZ 85003 | Securities Custodian | $33,179 |
WEINBERG, ROGER & ROSENFELD1+ years Service code 29 · EIN 94-2458080 1001 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Legal | $26,847 |
JENNINGS, STROUSS & SALMON, PLC1+ years Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET · PHOENIX, AZ 85004 | Legal | $24,285 |
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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 | $120,305-100.0% | $115,244-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 43.8%-43.8pp | 33.3%-33.3pp | 48.7%-48.7pp |
| Annual return | -0.42% | -1.96%+1.5pp | -1.61%+1.2pp | -2.16%+1.7pp |
| Employer contribution / active EE | $0 | $37,094-100.0% | $30,840-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $45-100.0% | $41-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,890-100.0% | $3,433-100.0% | $12,572-100.0% |