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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMNT Service code 27 · EIN 13-6068770 575 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Advisory (Plan) | $128,856 |
SOUTHWEST SERVICE ADMINISTRATORS2+ years Service code 13 · EIN 86-6084210 2550 W UNION HILLS DRIVE, STE 290 · PHOENIX, AZ 85027 | Contract Administrator | $76,575 |
VERUS2+ 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.2+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 100 WEST WASHINGTON ST, 22ND FLOOR · PHOENIX, AZ 86003 | Securities Custodian | $28,080 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN & BALDWIN, PLLC Service code 10 · EIN 46-4370753 701 N 44TH STREET · PHOENIX, AZ 85008 | Accounting | $25,200 |
ULLICO2+ years Service code 23 · EIN 13-1423090 1625 EYE STREE NW WASHINGTON · WASHINGTON, DC 20006 | Insurance services | $25,118 |
WEINBERG, ROGER & ROSENFELD2+ years Service code 29 · EIN 94-2458080 1001 MARINA VILLAGE PARKWAY · ALAMDA, CA 94501 | Legal | $18,000 |
Filed as: JENNINGS STROUSS & SALMON PLC Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET 1900 · PHOENIX, AZ 85004 | Legal | $16,500 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 PO BOX 63610 · PHOENIX, AZ 85082 | Actuarial | $13,000 |
A+ LETTER SERVICE, INC.1 year Filed as: LETTER STREAM INC. Service code 36 8551 EAST ANDERSON DRIVE · SCOTTSDALE, AZ 852555451 | Copying and duplicating | $6,252 |
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 | $18,868 | $54,392-65.3% | $84,753-77.7% | $63,975-70.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 3.96% | 611.38%-607.4pp | 22.78%-18.8pp | 48.65%-44.7pp |
| Employer contribution / active EE | $5 | $2,943-99.8% | $3,574-99.8% | $2,182-99.8% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $125 | $136-7.8% | $5,333-97.7% | $70+77.9% |