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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 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 51 · EIN 04-3161875 2049 CENTURY PARK EAST 16TH FLOOR · LOS ANGELES, CA 90067 | Investment Mgmt Fees | $425,138 |
FRINGE BENEFIT SERVICES1+ years Filed as: FRINGE BENEFIT SERVICES INC Service code 13 · EIN 84-0620086 7010 N BROADWAY SUITE 106 · DENVER, CO 80221 | Contract Administrator | $321,787 |
Service code 51 · EIN 02-0767178 2049 CENTURY PARK EAST 20TH FLOOR · LOS ANGELES, CA 90067 | Investment Mgmt Fees | $242,333 |
FAYEZ SAROFIM & CO1+ years Filed as: FAYEZ SAROFIM Service code 51 · EIN 74-1312679 TWO HOUSTON CENTER SUITE 2907 · HOUSTON, TX 77010 | Investment Mgmt Fees | $212,241 |
MUNDER CAPITAL MANAGEMENT1+ years Filed as: MUNDER CAPITAL Service code 51 · EIN 38-2809422 480 PIERCE STREET · BIRMINGHAM, MI 48009 | Investment Mgmt Fees | $164,457 |
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 | $161,709 |
THE SEGAL COMPANY1+ years Service code 17 · EIN 13-1835864 1230 W WASHINGTON SUITE 501 · TEMPE, AZ 85281 | Pension Consulting | $124,143 |
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 | $111,783 |
RIDGEWORTH1+ years Filed as: RIDGEWORTH CAPITAL MANAGEMENT Service code 51 · EIN 58-1604573 50 HURT PLAZA · ATLANTA, GA 30303 | Investment Mgmt Fees | $107,236 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -5.83% | 3.63%-9.5pp | 4.16%-10.0pp | 9.19%-15.0pp |
| Employer contribution / active EE | $6,934 | $11,363-39.0% | $29,966-76.9% | $12,608-45.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |