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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-6068770 575 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Advisory (Plan) | $87,295 |
SOUTHWEST SERVICE ADMINISTRATORS1+ years Service code 13 · EIN 86-6084210 2400 WEST DUNLAP AVENUE · PHOENIX, AZ 85021 | Contract Administrator | $80,614 |
VERUS1+ years Filed as: VERUS INVESTMENTS Service code 17 · EIN 91-1320111 2321 ROSENCRANS, SUITE 2250 · EL SEGUNDO, CA 94501 | Pension Consulting | $45,000 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 100 WEST WASHINGTON ST. 22ND FLOOR · PHOENIX, AZ 86003 | Securities Custodian | $27,012 |
BALDWIN & BALDWIN PLLC1+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $25,500 |
ULLICO1+ years Service code 23 · EIN 13-1423090 1625 EYE STREET NW WASHINGTON · WASHINGTON, DC 20006 | Insurance services | $24,641 |
JENNINGS, STROUSS & SALMON, PLC1+ years Service code 19 · EIN 86-0108229 ONE EAST WASHINGTON ST · PHOENIX, AZ 85004 | Securities Custodian | $19,719 |
WEINBERG, ROGER & ROSENFELD1+ years Service code 29 · EIN 94-2458080 1001 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Legal | $19,529 |
THE SEGAL COMPANY1+ years Service code 17 · EIN 94-1503999 PO BOX 63610 · PHOENIX, AZ 85082 | Pension Consulting | $15,125 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 04-2683277 TWO EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $6,589 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,503 | $55,516-66.7% | $75,784-75.6% | $59,188-68.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 1.16% | -1.89%+3.0pp | 9.68%-8.5pp | 5.51%-4.4pp |
| Employer contribution / active EE | $6 | $2,604-99.8% | $3,323-99.8% | $2,098-99.7% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $111 | $110+0.6% | $5,300-97.9% | $92+20.0% |