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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 01-6215776 4800 N SCOTTSDALE RD STE 4500 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $152,983 |
EATON VANCE5+ years Filed as: EATON VANCE MANAGEMENT Service code 51 · EIN 04-2718215 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Mgmt Fees | $112,145 |
Service code 13 2550 W UNION HILLS DR 250 · PHOENIX, AZ 85027 | Contract Administrator | $79,512 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 1230 W WASHINGTON SUITE 501 · TEMPE, AZ 85082 | Actuarial | $63,043 |
BRANDES INVESTMENT PARTNERS5+ years Service code 51 · EIN 33-0704072 PO BOX 919408 · SAN DIEGO, CA 92191 | Investment Mgmt Fees | $60,438 |
NUVEEN5+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 51 · EIN 04-3161875 8400 E PRENTICE AVE. 740 · EAGLEWOOD, CO 80111 | Investment Mgmt Fees | $59,440 |
Filed as: TCW ASSET MANAGEMENT Service code 51 · EIN 95-2642764 865 S FIGUEROA ST. SUITE 1800 · LOS ANGELES, CA 90017 | Investment Mgmt Fees | $58,181 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 100 W WASHINGTON ST · PHOENIX, AZ 85003 | Recordkeeping | $49,692 |
POLEN CAPITAL5+ years Filed as: POLEN CAPITAL MANAGEMENT Service code 51 · EIN 26-0319356 2700 N MILITARY TRAIL STE 230 · BOCA RATON, FL 33431 | Investment Mgmt Fees | $48,437 |
Service code 51 20 WILLIAM ST #310 · WELLESLEY, MA 02481 | Investment Mgmt Fees | $48,341 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 21.79% | 10.27%+11.5pp | 10.56%+11.2pp | 53.27%-31.5pp |
| Employer contribution / active EE | $6,112 | $12,273-50.2% | $30,197-79.8% | $14,774-58.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |