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| Provider | Service type | Compensation |
|---|---|---|
NUVEEN4+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 51 · EIN 04-3161875 | Investment Mgmt Fees | $178,485 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 | Contract Administrator | $112,611 |
RIDGEWORTH4+ years Filed as: RIDGEWORTH INVESTMENTS Service code 51 · EIN 26-1482858 | Investment Mgmt Fees | $112,546 |
ALAN BILLER & ASSOCIATES1 year Service code 27 535 MIDDLEFIELD RD #230 · MENLO PARK, CA 94025 | Advisory (Plan) | $45,000 |
CALLAN ASSOCIATES4+ years Filed as: TRADEWINDS GLOBAL INVESTORS LLC Service code 51 · EIN 02-0767178 8400 E PRENTICE AVE · ENGLENWOOD, CO 80111 | Investment Mgmt Fees | $36,889 |
BALDWIN & BALDWIN PLLC2 years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $31,000 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 51 900 SEVENTH STREET #900 · WASHINGTON, DC 20001 | Investment Mgmt Fees | $27,692 |
RYAN RAPP & UNDERWOOD2 years Service code 29 · EIN 86-0767091 3101 N CENTRAL AVE SUITE 2250 · PHOENIX, AZ 85012 | Legal | $26,762 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 11720 W PARK PLACE STE 400 · MILWAUKEE, WI 53224 | Securities Custodian | $21,979 |
THE SEGAL COMPANY2 years Service code 17 · EIN 13-1835864 1230 W WASHINGTON SUITE 501 · TEMPE, AZ 85281 | Pension Consulting | $15,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,504 | $60,396-59.4% | $83,831-70.8% | $75,289-67.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -3.85% | 3.84%-7.7pp | 850.99%-854.8pp | -0.04%-3.8pp |
| Employer contribution / active EE | $1,431 | $3,343-57.2% | $3,631-60.6% | $2,405-40.5% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $198 | $141+40.2% | $5,479-96.4% | $102+93.6% |