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| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS9+ years Service code 13 · EIN 86-6084210 | Contract Administrator | $236,727 |
Filed as: JPMORGAN ASSET MGT Service code 28 · EIN 13-6038770 | Investment Management | $89,799 |
VERUS9+ years Filed as: VERUS ADVISORS, INC Service code 17 · EIN 91-1320111 | Pension Consulting | $70,000 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 94-0503999 | Actuarial | $61,512 |
LETTERSTREAM9+ years Service code 36 8551 E ANDERSON DR · SCOTTSDALE, AZ 85255 | Copying and duplicating | $34,045 |
US BANK3 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $28,180 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $26,668 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 PO BOX 6008 · PHOENIX, AZ 85008 | Accounting | $24,576 |
WEINBERG, ROGER & ROSENFELD6 years Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $24,000 |
PANAGORA ASSET MANAGEMENT3 years Filed as: PANAGORA ASSET MANAGEMENT, INC Service code 28 · EIN 04-3183235 | Investment Management | $18,647 |
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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 | $162,803-100.0% | $473,625-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 37.3%-37.3pp | 55.9%-55.9pp |
| Annual return | 5.17% | 17.22%-12.0pp | 20.18%-15.0pp | 24.44%-19.3pp |
| Employer contribution / active EE | $0 | $35,410-100.0% | $29,108-100.0% | $41,341-100.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,013-100.0% |