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| 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 | $167,721 |
Service code 13 · EIN 52-1590516 2001 W CAMELBACK RD STE B350 · PHOENIX, AZ 85015 | Contract Administrator | $109,225 |
RIDGEWORTH3+ years Filed as: RIDGEWORTH INVESTMENTS Service code 51 · EIN 26-1482858 3333 PIEDMONT ROAD NEW SUITE 1500 · ATLANTA, GA 30305 | Investment Mgmt Fees | $94,649 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 51 900 SEVENTH STREET #900 · WASHINGTON, DC 20001 | Investment Mgmt Fees | $51,843 |
BALDWIN & BALDWIN PLLC1 year Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $33,065 |
CALLAN ASSOCIATES3+ 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 | $31,344 |
RYAN RAPP & UNDERWOOD1 year Service code 29 · EIN 86-0767091 3101 N CENTRAL AVE SUITE 2250 · PHOENIX, AZ 85012 | Legal | $25,709 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-3180817 2555 E CAMELBACK RD SUITE 900 · PHOENIX, AZ 85016 | Advisory (Plan) | $23,750 |
THE SEGAL COMPANY1 year Service code 17 · EIN 13-1835864 1230 WEST WASHINGTON STREET · TEMPE, AZ 85281 | Pension Consulting | $20,595 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 11720 W PARK PLACE SUTIE 400 · MILWAUKEE, WI 53224 | Securities Custodian | $19,621 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,493 | $221,442-88.0% | $92,240-71.3% | $77,958-66.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 13.81% | 15.65%-1.8pp | 176.29%-162.5pp | 20.87%-7.1pp |
| Employer contribution / active EE | $1,389 | $3,226-56.9% | $3,680-62.2% | $2,310-39.9% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $198 | $210-5.4% | $5,194-96.2% | $97+103.8% |