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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 51 711 HIGH ST · DES MOINES, IA 50392 | Investment Mgmt Fees | $255,292 |
ALAN BILLER & ASSOCIATES2 years Service code 27 535 MIDDLEFIELD RD #230 · MENLO PARK, CA 94025 | Advisory (Plan) | $135,000 |
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 | Contract Administrator | $110,269 |
NUVEEN5+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 51 · EIN 04-3161875 | Investment Mgmt Fees | $100,640 |
RIDGEWORTH5+ years Filed as: RIDGEWORTH INVESTMENTS Service code 51 · EIN 26-1482858 | Investment Mgmt Fees | $94,144 |
RYAN RAPP & UNDERWOOD3 years Service code 29 · EIN 86-0767091 3101 N CENTRAL AVE SUITE 2250 · PHOENIX, AZ 85012 | Legal | $68,687 |
BALDWIN & BALDWIN PLLC3 years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $25,000 |
CALLAN ASSOCIATES5+ years Filed as: TRADEWINDS GLOBAL INVESTORS LLC Service code 51 · EIN 02-0767178 8400 E PRENTICE AVE · ENGLENWOOD, CO 80111 | Investment Mgmt Fees | $21,890 |
THE SEGAL COMPANY3 years Service code 17 · EIN 13-1835864 1230 W WASHINGTON SUITE 501 · TEMPE, AZ 85281 | Pension Consulting | $15,200 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $14,973 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,568 | $66,051-61.3% | $92,916-72.5% | $77,775-67.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 18.63% | 20.69%-2.1pp | 109.45%-90.8pp | 32.58%-13.9pp |
| Employer contribution / active EE | $1,476 | $3,426-56.9% | $3,654-59.6% | $2,504-41.1% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $244 | $148+64.9% | $5,796-95.8% | $100+143.6% |