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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 01-6215776 4800 N SCOTTSDALE RD. SUITE 4500 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $147,893 |
EATON VANCE1+ years Filed as: EATON VANCE MANAGEMENT Service code 51 · EIN 04-2718215 TWO INTERNATIONAL PLACE, 6TH FLOOR · BOSTON, MA 02110 | Investment Mgmt Fees | $100,207 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 2001 WEST CAMELBACK RD B350 · PHOENIX, AZ 85012 | Contract Administrator | $81,840 |
BRANDES INVESTMENT PARTNERS1+ years Service code 51 · EIN 33-0704072 PO BOX 919048 · SAN DIEGO, CA 92191 | Investment Mgmt Fees | $74,603 |
WENTWORTH HAUSER & VIOLICH1+ years Service code 51 · EIN 91-1631391 301 BATTERY STREET SUITE 400 · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $55,206 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 51 · EIN 04-3161875 8400 E PRENTICE AVE. #740 · ENGLEWOOD, CO 80111 | Investment Mgmt Fees | $54,683 |
Filed as: TCW ASSET MANAGEMENT Service code 51 · EIN 95-2642764 865 S FIGUEROA ST. SUITE 1800 · LOS ANGELES, CA 90017 | Investment Mgmt Fees | $51,874 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 100 W WASHINGTON · PHOENIX, AZ 85003 | Recordkeeping | $48,374 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 1230 W WASHINGTON SUITE 501 · TEMPE, AZ 85281 | Actuarial | $46,982 |
POLEN CAPITAL1+ years Filed as: POLEN CAPITAL MANAGEMENT Service code 51 · EIN 26-0319356 2700 N MILITARY TRAIL SUITE 230 · BOCA RATON, FL 33431 | Investment Mgmt Fees | $43,162 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -0.09% | 0.68%-0.8pp | -1.61%+1.5pp | -0.60%+0.5pp |
| Employer contribution / active EE | $4,331 | $10,568-59.0% | $30,840-86.0% | $12,272-64.7% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |