Filed December 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ROWLAND CARMICHAEL ADVISORS5+ years Filed as: ROWLAND CARMICHAEL ADVISORS, INC. Service code 27 · EIN 86-0568468 | Advisory (Plan) | $187,595 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $100,475 |
LATEEF MANAGEMENT ASSOCIATES5+ years Service code 27 · EIN 94-6330378 | Advisory (Plan) | $66,804 |
ANCHOR CAPITAL ADVISORS LLC5+ years Filed as: ANCHOR CAPITAL ADVISORS, INC. Service code 27 · EIN 20-4669888 | Advisory (Plan) | $59,580 |
Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $13,000 |
Service code 27 3219 E CAMELBACK ROAD · PHOENIX, AZ 85018 | Advisory (Plan) | $10,815 |
Service code 27 · EIN 61-1822636 3219 E CAMELBACK ROAD · PHOENIX, AZ 85018 | Advisory (Plan) | $6,673 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $286,273-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 0.0%0pp |
| Annual return | 20.12% | 15.89%+4.2pp | 10.78%+9.3pp | 21.83%-1.7pp |
| Employer contribution / active EE | $7,172 | $10,104-29.0% | $41,857-82.9% | $12,237-41.4% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $83,605-100.0% | $1,551,325-100.0% |