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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 01-6215776 | Securities Custodian | $279,298 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $108,445 |
WELLESLEY ASSET MANAGEMENT6 years Service code 51 20 WILLIAMS ST #310 · WELLESLEY, MA 02481 | Investment Mgmt Fees | $104,154 |
Service code 13 2550 W UNION HILLS DR 250 · PHOENIX, AZ 85027 | Contract Administrator | $80,457 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 51 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Mgmt Fees | $76,194 |
BALDWIN & BALDWIN PLLC3 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $28,260 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $26,333 |
KELLY PRESS INC2 years Filed as: KELLY LAW GROUP Service code 29 3800 N CENTRAL AVE #530 · PHOENIX, AZ 85012 | Legal | $18,415 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO CONSULTING Service code 72 333 W 34TH STREET 5TH FLOOR · NEW YORK, NY 10001 | Other investment fees and expenses | $9,750 |
LETTERSTREAM2 years Service code 36 · EIN 20-0032218 | Copying and duplicating | $7,445 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.89% | 11.08%-1.2pp | 8.10%+1.8pp | 8.76%+1.1pp |
| Employer contribution / active EE | $6,410 | $13,910-53.9% | $28,649-77.6% | $16,664-61.5% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |