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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 | $99,997 |
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 2001 W CAMELBACK RD SUITE B350 · PHOENIX, AZ 85015 | Contract Administrator | $97,779 |
RIDGEWORTH1+ years Filed as: RIDGEWORTH INVESTMENTS Service code 51 · EIN 26-1482858 3333 PIEDMONT ROAD NE SUITE 1500 · ATLANTA, GA 30305 | Investment Mgmt Fees | $81,646 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 51 900 SEVENTH STREET SUITE 900 · WASHINGTON, DC 20001 | Investment Mgmt Fees | $42,249 |
BALDWIN & BALDWIN PLLC1+ years Filed as: BALDWIN & BALDWIN Service code 10 · EIN 46-4370753 701 NORTH 44TH ST · PHOENIX, AZ 85008 | Accounting | $31,325 |
CALLAN ASSOCIATES1+ years Filed as: TRADEWINDS GLOBAL INVESTORS LLC Service code 51 · EIN 02-0767178 8400 E PRENTICE AVE SUITE 740 · ENGLEWOOD, CO 80111 | Investment Mgmt Fees | $29,704 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-3180817 2555 E CAMELBACK RD SUITE 900 · PHOENIX, AZ 85016 | Advisory (Plan) | $23,750 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 11720 W PARK PLACE SUITE 400 · MILWAUKEE, WI 53224 | Securities Custodian | $23,473 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 1230 W WASHINGTON ST SUITE 501 · TEMPE, AZ 852811248 | Pension Consulting | $21,985 |
RYAN RAPP & UNDERWOOD1+ years Filed as: RYAN, RAPP AND UNDERWOOD Service code 29 · EIN 86-0767091 3101 N CENTRAL AVENUE SUITE 1500 · PHOENIX, AZ 85012 | Legal | $17,275 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,767 | $55,516-57.2% | $75,784-68.6% | $59,188-59.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 4.96% | -1.89%+6.9pp | 9.68%-4.7pp | 5.51%-0.5pp |
| Employer contribution / active EE | $948 | $2,604-63.6% | $3,323-71.5% | $2,098-54.8% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $172 | $110+56.6% | $5,300-96.7% | $92+86.8% |