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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-6068770 575 WASINGTON BLVD · JERSEY CITY, NJ 07310 | Advisory (Plan) | $114,679 |
SOUTHWEST SERVICE ADMINISTRATORS4+ years Service code 13 · EIN 86-6084210 2550 W UNION HILLS DR. STE 290 · PHOENIX, AZ 85027 | Contract Administrator | $80,612 |
VERUS1 year Filed as: VERUS ADVISORS, INC. Service code 17 · EIN 91-1320111 2321 ROSENCRANS · EL SEGUNDO, CA 94501 | Pension Consulting | $45,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Commissions | $28,336 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 100 W WASHINGTON ST · PHOENIX, AZ 85003 | Securities Custodian | $26,612 |
BALDWIN & BALDWIN PLLC4+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $25,000 |
JENNINGS, STROUSS & SALMON, PLC4+ years Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET ST. 1900 · PHOENIX, AZ 85004 | Legal | $18,000 |
Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 1001 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Legal | $18,000 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 94-1503999 PO BOX 63610 · PHOENIX, AZ 85082 | Actuarial | $14,500 |
LOOMIS SAYLES2 years Service code 28 · EIN 04-0320030 | Investment Management | $14,204 |
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 | $19,339 | $60,396-68.0% | $83,831-76.9% | $75,289-74.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -1.35% | 3.84%-5.2pp | 850.99%-852.3pp | -0.04%-1.3pp |
| Employer contribution / active EE | $2 | $3,343-99.9% | $3,631-99.9% | $2,405-99.9% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $134 | $141-4.9% | $5,479-97.5% | $102+31.3% |