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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 01-6215776 4800 N SCOTTSDALE RD. SUITE 4500 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $151,188 |
EATON VANCE3+ years Filed as: EATON VANCE MANAGEMENT Service code 51 · EIN 04-2718215 TWO INTERNATIONAL PLACE, 6TH FLOOR · BOSTON, MA 02110 | Investment Mgmt Fees | $114,225 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 52-1590516 2001 WEST CAMELBACK RD B350 · PHOENIX, AZ 85012 | Contract Administrator | $82,616 |
BRANDES INVESTMENT PARTNERS3+ years Service code 51 · EIN 33-0704072 PO BOX 919408 · SAN DIEGO, CA 92191 | Investment Mgmt Fees | $59,890 |
EAGLE GLOBAL2 years Service code 51 · EIN 76-0518446 5847 SAN FELIPE SUITE 930 · HOUSTON, TX 77057 | Investment Mgmt Fees | $58,202 |
NUVEEN3+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 51 · EIN 04-3161875 8400 E PRENTICE AVE. 740 · EAGLEWOOD, CO 80111 | Investment Mgmt Fees | $57,182 |
Filed as: TCW ASSET MANAGEMENT Service code 51 · EIN 95-2642764 865 S FIGUEROA ST. SUITE 1800 · LOS ANGELES, CA 90017 | Investment Mgmt Fees | $52,695 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 1230 W WASHINGTON SUITE 501 · TEMPE, AZ 85281 | Actuarial | $49,149 |
POLEN CAPITAL3+ 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 | $44,615 |
UNIPLAN INVESTMENT COUNSEL, INC.3+ years Filed as: UNIPLAN INVESTMENT COUNSEL Service code 51 · EIN 27-3053886 22939 W OVERSON RD. · UNION GROVE, WI 53182 | Investment Mgmt Fees | $39,272 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.75% | 11.78%+1.0pp | 8.32%+4.4pp | 23.90%-11.1pp |
| Employer contribution / active EE | $6,416 | $11,309-43.3% | $30,793-79.2% | $16,539-61.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |