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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) | $110,659 |
SOUTHWEST SERVICE ADMINISTRATORS5+ years Service code 13 · EIN 86-6084210 2550 W UNION HILLS DR STE 290 · PHOENIX, AZ 850275198 | Contract Administrator | $82,553 |
VERUS2 years Filed as: VERUS ADVISORS, INC. Service code 17 · EIN 91-1320111 2321 ROSENCRANS · EL SEGUNDO, CA 94501 | Pension Consulting | $53,000 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Commissions | $29,826 |
BALDWIN & BALDWIN PLLC5+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $25,000 |
PANAGORA ASSET MANAGEMENT2 years Service code 28 · EIN 04-3183235 470 ATLANTIC AVE. · BOSTON, MA 02210 | Investment Management | $23,676 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 94-1503999 PO BOX 63610 · PHOENIX, AZ 85082 | Actuarial | $23,221 |
JENNINGS, STROUSS & SALMON, PLC5+ years Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET ST. 1900 · PHOENIX, AZ 85004 | Legal | $18,000 |
WEINBERG, ROGER & ROSENFELD2 years Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 1001 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Legal | $18,000 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 100 W WASHINGTON ST · PHOENIX, AZ 85003 | Securities Custodian | $13,573 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $20,508 | $66,051-69.0% | $92,915-77.9% | $77,775-73.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 12.57% | 20.69%-8.1pp | 109.45%-96.9pp | 32.58%-20.0pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,653-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $143 | $148-3.2% | $5,796-97.5% | $100+42.9% |