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| Provider | Service type | Compensation |
|---|---|---|
NUVEEN1 year Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 51 · EIN 04-3161875 2049 CENTURY PARK EAST · LOS ANGELES, CA 90067 | Investment Mgmt Fees | $267,010 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 7180 KOLL CENTER PARKWAY · PLEASANTON, CA 94566 | Contract Administrator | $206,393 |
MD SASS2+ years Filed as: MD SASS SECURITIES, LLC Service code 51 · EIN 13-2704843 1185 AVENUE OF MERICAS · NEW YORK, NY 10036 | Investment Mgmt Fees | $132,050 |
Filed as: SILVANT Service code 51 · EIN 58-1604573 50 HURT PLAZA · ATLANTA, GA 30303 | Investment Mgmt Fees | $112,398 |
MCMORGAN & COMPANY LLC2+ years Filed as: MCMORGAN AND COMPANY Service code 51 · EIN 94-1650768 ONE FRONT STREET · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $111,013 |
VICTORY1 year Filed as: VICTORY CAPITAL Service code 51 · EIN 38-2809422 480 PIERCE ST · BIRMINGHAM, MI 48009 | Investment Mgmt Fees | $55,230 |
Service code 51 · EIN 02-0767178 2049 CENTURY PARK EAST · LOS ANGELES, CA 90067 | Investment Mgmt Fees | $53,447 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN & BALWIN PLLC Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $45,950 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-3180817 2555 E CAMELBACK ROAD · PHOENIX, AZ 80516 | Advisory (Plan) | $45,000 |
WARD KEENAN AND BARRETT, PC2+ years Service code 29 · EIN 86-0274260 2141 E CAMELBACK RD #100 · PHOENIX, AZ 85016 | Legal | $43,652 |
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 | $62,485 | $221,442-71.8% | $92,240-32.3% | $77,958-19.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 7.69% | 15.65%-8.0pp | 176.29%-168.6pp | 20.87%-13.2pp |
| Employer contribution / active EE | $2,515 | $3,226-22.0% | $3,680-31.7% | $2,310+8.8% |
| Participant deferral / active EE | $710 | $2,779-74.4% | $3,897-81.8% | $3,537-79.9% |
| Admin fee / account holder | $376 | $210+79.3% | $5,194-92.8% | $97+286.0% |