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| Provider | Service type | Compensation |
|---|---|---|
MARTIN & BONNETT PLLC1+ years Filed as: MARTIN & BONNETT, PLLC Service code 29 1850 N CENTRAL AVE. #2010 · PHOENIX, AZ 85004 | Legal | $775,214 |
FRINGE BENEFIT SERVICES1+ years Filed as: FRINGE BENEFIT SERVICES INC Service code 13 · EIN 84-0620086 PO BOX 21240 · DENVER, CO 80221 | Contract Administrator | $259,708 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 51 · EIN 04-3161875 2049 CENTURY PARK EAST 16TH FLOOR · LOS ANGELES, CA 90067 | Investment Mgmt Fees | $254,190 |
RIDGEWORTH1+ years Filed as: RIDGEWORTH CAPITAL Service code 51 P O BOX 105213 · ATLANTA, GA 30348 | Investment Mgmt Fees | $108,932 |
MCMORGAN & COMPANY LLC1+ years Filed as: MCMORGAN AND COMPANY Service code 51 · EIN 94-1650768 ONE FRONT STREET SUITE 500 · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $107,414 |
MD SASS1+ years Filed as: MD SASS SECURITIES, LLC Service code 51 · EIN 13-2704843 1185 AVENUE OF AMERICAS SUITE 1800 · NEW YORK, NY 10036 | Investment Mgmt Fees | $94,830 |
WARD KEENAN AND BARRETT, PC1+ years Service code 29 · EIN 86-0274260 3838 N CENTRAL AVE SUITE 1720 · PHOENIX, AZ 85012 | Legal | $76,333 |
MUNDER CAPITAL MANAGEMENT1+ years Filed as: MUNDER CAPITAL Service code 51 · EIN 38-2809422 480 PIERCE STREET · BIRMINGHAM, MI 48009 | Investment Mgmt Fees | $52,838 |
BALDWIN & BALDWIN PLLC1+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $48,650 |
Service code 51 · EIN 02-0767178 2049 CENTURY PARK EAST 20TH FLOOR · LOS ANGELES, CA 90067 | Investment Mgmt Fees | $44,438 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,304 | $54,392+9.0% | $84,753-30.0% | $63,975-7.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | -1.61% | 611.38%-613.0pp | 22.78%-24.4pp | 48.65%-50.3pp |
| Employer contribution / active EE | $2,115 | $2,943-28.1% | $3,574-40.8% | $2,182-3.0% |
| Participant deferral / active EE | $530 | $2,593-79.5% | $3,712-85.7% | $3,356-84.2% |
| Admin fee / account holder | $653 | $136+381.1% | $5,333-87.7% | $70+827.7% |