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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 | $153,032 |
Filed as: ZENITH AMERICAN SOLUTIONS, INC Service code 13 · EIN 52-1590516 2001 W CAMELBACK RD SUITE B350 · PHOENIX, AZ 85015 | Contract Administrator | $117,731 |
RIDGEWORTH2+ years Filed as: RIDGEWORTH INVESTMENTS Service code 51 · EIN 26-1482858 3333 PIEDMONT ROAD NE SUITE 1500 · ATLANT, GA 30305 | Investment Mgmt Fees | $80,092 |
BALDWIN & BALDWIN PLLC2+ years Filed as: BALDWIN & BALDWIN Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $30,500 |
CALLAN ASSOCIATES2+ 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 | $28,009 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 11720 W PARK PLACE SUITE 400 · MILWAUKEE, WI 53224 | Securities Custodian | $25,619 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-3180817 2555 E CAMELBACK RD SUITE 900 · PHOENIX, AZ 85016 | Advisory (Plan) | $23,750 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 51 900 SEVENTH STREET SUITE 900 · WASHINGTON, DC 20001 | Investment Mgmt Fees | $19,052 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 1230 W WASHINGTON ST SUITE 501 · TEMPE, AZ 85281 | Pension Consulting | $17,529 |
RYAN RAPP & UNDERWOOD2+ years Filed as: RYAN, RAPP AND UNDERWOOD Service code 29 · EIN 86-0767091 3101 N CENTRAL AVENUE SUITE 1500 · PHOENIX, AZ 85012 | Legal | $16,108 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,741 | $54,392-56.4% | $84,753-72.0% | $63,975-62.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | -0.84% | 611.38%-612.2pp | 22.78%-23.6pp | 48.65%-49.5pp |
| Employer contribution / active EE | $1,208 | $2,943-59.0% | $3,574-66.2% | $2,182-44.6% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $189 | $136+39.1% | $5,333-96.5% | $70+168.3% |