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| Provider | Service type | Compensation |
|---|---|---|
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 51 · EIN 04-3161875 8400 E PRENTICE AVE SUITE 740 · ENGLEWOOD, CO 80111 | Investment Mgmt Fees | $185,768 |
RIDGEWORTH1+ years Service code 51 · EIN 26-1482858 3333 PIEDMONT ROAD NE SUITE 1500 · ATLANTA, GA 30305 | Investment Mgmt Fees | $156,596 |
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH ADMINISTRATORS Service code 13 · EIN 52-1590516 2001 W CAMELBACK RD SUITE B350 · PHOENIX, AZ 85015 | Contract Administrator | $149,484 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 900 SEVENTH STREET SUITE 900 · WASHINGTON, DC 20001 | Investment Management | $102,904 |
THE SEGAL COMPANY1+ years Service code 17 · EIN 13-1835864 1230 W WASHINGTON ST SUITE 501 · TEMPE, AZ 85281 | Pension Consulting | $72,948 |
Filed as: TRADEWINDS NWQ GLOBAL Service code 51 · EIN 02-0767178 8400 E PRENTICE AVE SUITE 740 · ENGLEWOOD, CO 80111 | Investment Mgmt Fees | $72,530 |
MD SASS1+ years Service code 51 · EIN 13-2704843 1185 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Mgmt Fees | $61,215 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 11270 W PARK PLACE SUITE 400 · MILWAUKEE, WI 53244 | Securities Custodian | $59,014 |
BALDWIN & BALDWIN PLLC1+ years Service code 10 · EIN 46-4370753 701 N 44TH ST · PHOENIX, AZ 85008 | Accounting | $37,825 |
RYAN RAPP & UNDERWOOD1+ years Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE STE 1600 · PHOENIX, AZ 85012 | Legal | $30,218 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 4.00% | 1.36%+2.6pp | -1.61%+5.6pp | 1.67%+2.3pp |
| Employer contribution / active EE | $3,111 | $10,832-71.3% | $30,840-89.9% | $10,506-70.4% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |