Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NUVEEN3+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 51 · EIN 04-3161875 8400 E PRENTICE AVE SUITE 740 · ENGLEWOOD, CO 80111 | Investment Mgmt Fees | $255,413 |
RIDGEWORTH3+ years Service code 51 · EIN 26-1482858 3333 PIEDMONT ROAD NE SUITE 1500 · ATLANTA, GA 30305 | Investment Mgmt Fees | $173,598 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 2001 W CAMELBACK RD SUITE B350 · PHOENIX, AZ 85015 | Contract Administrator | $144,009 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 51 · EIN 65-0694011 | Investment Mgmt Fees | $109,673 |
Filed as: TRADEWINDS NWQ GLOBAL Service code 51 · EIN 02-0767178 8400 E PRENTICE AVE SUITE 740 · ENGLEWOOD, CO 80111 | Investment Mgmt Fees | $69,244 |
THE SEGAL COMPANY3+ years Service code 17 · EIN 13-1835864 1230 WEST WASHINGTON STREET · TEMPE, AZ 852811248 | Pension Consulting | $60,054 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 CENTRAL ARTS WAY · PHOENIX, AZ 85003 | Securities Custodian | $53,714 |
MD SASS3+ years Service code 51 · EIN 13-2704843 1185 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Mgmt Fees | $46,398 |
RYAN RAPP & UNDERWOOD3+ years Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE SUITE 2250 · PHOENIX, AZ 85016 | Legal | $34,793 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN & BALDWIN, PLLC Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $34,665 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 14.26% | 12.33%+1.9pp | 8.32%+5.9pp | 17.84%-3.6pp |
| Employer contribution / active EE | $5,347 | $11,641-54.1% | $30,793-82.6% | $14,688-63.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |