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| Provider | Service type | Compensation |
|---|---|---|
NUVEEN2+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 51 · EIN 04-3161875 8400 E PRENTICE AVE SUITE 740 · ENGLEWOOD, CO 80111 | Investment Mgmt Fees | $242,714 |
Service code 13 · EIN 52-1590516 2001 W CAMELBACK RD SUITE B350 · PHOENIX, AZ 85015 | Contract Administrator | $154,970 |
RIDGEWORTH2+ years Service code 51 · EIN 26-1482858 3333 PIEDMONT ROAD NE SUITE 1500 · ATLANTA, GA 30305 | Investment Mgmt Fees | $151,370 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 65-0694011 900 SEVENTH STREET SUITE 900 · WASHINGTON, DC 20001 | Investment Management | $102,033 |
Filed as: TRADEWINDS NWQ GLOBAL Service code 51 · EIN 02-0767178 8400 E PRENTICE AVE SUITE 740 · ENGLEWOOD, CO 80111 | Investment Mgmt Fees | $65,934 |
THE SEGAL COMPANY2+ years Service code 17 · EIN 13-1835864 1230 W WASHINGTON SUITE 501 · TEMPE, AZ 85281 | Pension Consulting | $64,895 |
MD SASS2+ years Service code 51 · EIN 13-2704843 1185 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Mgmt Fees | $60,868 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 11270 W PARK PLACE SUITE 400 · MILWAUKEE, WI 53244 | Securities Custodian | $57,074 |
BALDWIN & BALDWIN PLLC2+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $33,500 |
ULLICO2+ years Filed as: ULLICO INSURANCE Service code 23 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Insurance services | $29,484 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -0.47% | 3.49%-4.0pp | 4.16%-4.6pp | 7.18%-7.7pp |
| Employer contribution / active EE | $5,628 | $11,083-49.2% | $29,966-81.2% | $13,095-57.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |