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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 01-6215776 4800 N SCOTTSDALE RD. SUITE 4500 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $145,392 |
EATON VANCE2+ years Filed as: EATON VANCE MANAGEMENT Service code 51 · EIN 04-2718215 TWO INTERNATIONAL PLACE, 6TH FLOOR · BOSTON, MA 02110 | Investment Mgmt Fees | $130,376 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 2001 WEST CAMELBACK RD B350 · PHOENIX, AZ 85012 | Contract Administrator | $82,028 |
NUVEEN2+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 51 · EIN 04-3161875 8400 E PRENTICE AVE. 740 · EAGLEWOOD, CO 80111 | Investment Mgmt Fees | $53,364 |
BRANDES INVESTMENT PARTNERS2+ years Service code 51 · EIN 33-0704072 PO BOX 919408 · SAN DIEGO, CA 92191 | Investment Mgmt Fees | $50,154 |
Filed as: TCW ASSET MANAGEMENT Service code 51 · EIN 95-2642764 865 S FIGUEROA ST. SUITE 1800 · LOS ANGELES, CA 90017 | Investment Mgmt Fees | $47,871 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 100 W WASHINGTON · PHOENIX, AZ 85003 | Recordkeeping | $47,768 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 1230 W WASHINGTON SUITE 501 · TEMPE, AZ 85281 | Actuarial | $44,033 |
POLEN CAPITAL2+ 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 | $40,582 |
UNIPLAN INVESTMENT COUNSEL, INC.2+ years Filed as: UNIPLAN INVESTMENT COUNSEL Service code 51 · EIN 27-3053886 22939 W OVERSON RD. · UNION GROVE, WI 53182 | Investment Mgmt Fees | $36,984 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 2.54% | 3.49%-0.9pp | 4.16%-1.6pp | 7.18%-4.6pp |
| Employer contribution / active EE | $5,223 | $11,083-52.9% | $29,966-82.6% | $13,095-60.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |