Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 01-6215776 4800 N SCOTTSDALE RD STE 4500 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $155,429 |
EATON VANCE4+ years Filed as: EATON VANCE MANAGEMENT Service code 51 · EIN 04-2718215 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Mgmt Fees | $117,924 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 13 · EIN 52-1590516 2001 WEST CAMELBACK RD B350 · PHOENIX, AZ 85012 | Contract Administrator | $97,353 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 1230 W WASHINGTON 501 · TEMPE, AZ 85281 | Actuarial | $84,313 |
BRANDES INVESTMENT PARTNERS4+ years Service code 51 · EIN 33-0704072 PO BOX 919408 · SAN DIEGO, CA 92191 | Investment Mgmt Fees | $62,607 |
NUVEEN4+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 51 · EIN 04-3161875 8400 E PRENTICE AVE. 740 · EAGLEWOOD, CO 80111 | Investment Mgmt Fees | $60,167 |
Filed as: TCW ASSET MANAGEMENT Service code 51 · EIN 95-2642764 865 S FIGUEROA ST. SUITE 1800 · LOS ANGELES, CA 90017 | Investment Mgmt Fees | $55,610 |
EAGLE GLOBAL3 years Service code 51 · EIN 76-0518446 5847 SAN FELIPE STE 930 · HOUSTON, TX 77057 | Investment Mgmt Fees | $51,489 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 100 W WASHINGTON ST · PHOENIX, AZ 85003 | Recordkeeping | $48,457 |
POLEN CAPITAL4+ 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 | $46,456 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -4.47% | 4.25%-8.7pp | -752.26%+747.8pp | 0.19%-4.7pp |
| Employer contribution / active EE | $6,578 | $11,906-44.8% | $31,802-79.3% | $13,763-52.2% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |