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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-6068770 575 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Advisory (Plan) | $146,896 |
SOUTHWEST SERVICE ADMINISTRATORS3+ years Service code 13 · EIN 86-6084210 2550 W UNION HILLS DR STE 290 · PHOENIX, AZ 85027 | Contract Administrator | $76,706 |
VERUS1 year Filed as: VERUS ADVISORS, INC Service code 17 · EIN 91-1320111 2321 ROSENCRANS · EL SEGUDO, CA 94501 | Pension Consulting | $45,000 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 100 WEST WASHINTON ST · PHOENIX, AZ 86003 | Securities Custodian | $27,739 |
BALDWIN & BALDWIN PLLC3+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $26,410 |
ULLICO1 year Filed as: ULLICO CASUALY COMPANY Service code 23 · EIN 13-1423090 1625 EYE STEER SW · WASHINGTON, DC 20006 | Insurance services | $26,000 |
WEINBERG, ROGER & ROSENFELD3+ years Service code 29 · EIN 94-2458080 1001 MARINA VILLAGE PARKWAY · ALAMDA, CA 94501 | Legal | $18,225 |
JENNINGS, STROUSS & SALMON, PLC3+ years Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON ST · PHOENIX, AZ 85004 | Legal | $18,000 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 94-1503999 PO BOX 63610 · PHOENIX, AZ 85082 | Actuarial | $13,000 |
LOOMIS SAYLES1 year Service code 28 · EIN 04-0320030 | Investment Management | $5,647 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $20,134 | $221,442-90.9% | $92,240-78.2% | $77,958-74.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 8.40% | 15.65%-7.3pp | 176.29%-167.9pp | 20.87%-12.5pp |
| Employer contribution / active EE | $3 | $3,226-99.9% | $3,680-99.9% | $2,310-99.9% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $137 | $210-34.8% | $5,194-97.4% | $97+40.4% |