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| Provider | Service type | Compensation |
|---|---|---|
NUVEEN2 years Filed as: NUVEEN ASSET MANAGEMENT LLC Service code 28 901 S. MARQUETTE AVE #2900 · MINNEAPOLIS, MN 55402 | Investment Management | $86,314 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON STREET · TEMPE, AZ 85281 | Actuarial | $73,272 |
SOUTHWEST SERVICE ADMINISTRATORS4+ years Service code 13 · EIN 86-0785790 PO BOX 43170 · PHOENIX, AZ 850803170 | Contract Administrator | $64,860 |
RYAN RAPP & UNDERWOOD2 years Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE STE 2250 · PHOENIX, AZ 85012 | Legal | $16,414 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT Service code 23 · EIN 13-1963496 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance services | $14,334 |
BALDWIN & BALDWIN PLLC4+ years Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85008 | Accounting | $10,910 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF ARIZONA Service code 19 6001 N. 24TH STREET · PHOENIX, AZ 85016 | Securities Custodian | $8,664 |
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Employer contribution per participant 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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 9.94% | 10.27%-0.3pp | 10.56%-0.6pp | 53.27%-43.3pp |
| Employer contribution / active EE | $2,708 | $12,273-77.9% | $30,197-91.0% | $14,774-81.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |