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| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS4+ years Service code 13 · EIN 86-6084210 | Contract Administrator | $232,012 |
JP MORGAN SECURITIES LLC2 years Filed as: JP MORGAN ASSET MANAGER Service code 28 · EIN 13-6038770 | Investment Management | $147,765 |
VERUS1 year Filed as: VERUS ADVISORS, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $65,000 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 94-0503999 | Actuarial | $55,929 |
LETTERSTREAM4+ years Service code 36 8551 E ANDERSON DR. #108 · SCOTTSDALE, AZ 85255 | Copying and duplicating | $35,333 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 53 · EIN 46-0619194 333 W 34TH ST · NEW YORK, NY 100012402 | Insurance Commissions | $34,732 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $29,877 |
Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $26,158 |
JENNINGS, STROUSS & SALMON, PLC4+ years Service code 29 · EIN 86-0108229 | Legal | $24,000 |
BALDWIN & BALDWIN PLLC4+ years Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85008 | Accounting | $22,500 |
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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 | $267,312-100.0% | $245,396-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 51.5%-51.5pp | 43.0%-43.0pp | 46.4%-46.4pp |
| Annual return | -4.17% | -1035.07%+1030.9pp | -752.26%+748.1pp | -82.66%+78.5pp |
| Employer contribution / active EE | $0 | $39,756-100.0% | $31,802-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,364-100.0% | $1,223-100.0% | $11,204-100.0% |