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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH1 year Filed as: RIDGEWORTH INVESTMENTS Service code 51 · EIN 26-1482858 3333 PIEDMONT RD · ATLANTA, GA 30305 | Investment Mgmt Fees | $203,184 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 51 · EIN 65-0694011 900 SEVENTH STREET UNIT 900 · WASHINGTON, DC 20001 | Investment Mgmt Fees | $187,927 |
NUVEEN4+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 51 · EIN 04-3161875 8400 E PRENTICE AVE · ENGLENWOOD, CO 80111 | Investment Mgmt Fees | $156,657 |
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 2001 W CAMELBACK RD · PHOENIX, AZ 85015 | Contract Administrator | $151,270 |
Filed as: ALLAN BILLER Service code 27 535 MIDDLEFIELD RD # 230 · MENLO PARK, CA 94025 | Advisory (Plan) | $75,000 |
THE SEGAL COMPANY4+ years Service code 17 · EIN 13-1835864 1230 W WASHINGTON SUITE 501 · TEMPE, AZ 85281 | Pension Consulting | $56,594 |
CALLAN ASSOCIATES1 year Filed as: TRADEWINDS GLOBAL INVESTORS LLC Service code 21 · EIN 02-0767178 8400 E PRENTICE AVE · ENGLENWOOD, CO 80111 | Bank Trustee | $52,699 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 11720 W PARK PLACE · MILWAUKEE, WI 53224 | Securities Custodian | $51,143 |
MD SASS4+ years Service code 51 · EIN 13-2704843 1185 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Investment Mgmt Fees | $39,758 |
RYAN RAPP & UNDERWOOD4+ years Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE SUITE 2250 · PHOENIX, AZ 85016 | Legal | $36,161 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -3.21% | 2.02%-5.2pp | -752.26%+749.0pp | 33.37%-36.6pp |
| Employer contribution / active EE | $5,811 | $12,422-53.2% | $31,802-81.7% | $11,253-48.4% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |