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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 01-6215776 4800 N SCOTTSDALE RD STE 4500 · SCOTTSDALE, AZ 85251 | Securities Custodian | $90,572 |
WELLESLEY ASSET MANAGEMENT2 years Service code 51 20 WILLIAM ST #310 · WELLESLEY, MA 02481 | Investment Mgmt Fees | $83,222 |
Service code 13 2550 W UNION HILLS DR 250 · PHOENIX, AZ 85027 | Contract Administrator | $79,512 |
EATON VANCE6+ years Filed as: EATON VANCE MANAGEMENT Service code 51 · EIN 04-2718215 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Mgmt Fees | $75,425 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 51 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Mgmt Fees | $71,379 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 1230 W WASHINGTON SUITE 501 · TEMPE, AZ 85082 | Actuarial | $56,799 |
BRANDES INVESTMENT PARTNERS6+ years Service code 51 · EIN 33-0704072 PO BOX 919408 · SAN DIEGO, CA 92191 | Investment Mgmt Fees | $50,505 |
Filed as: TCW ASSET MANAGEMENT Service code 51 · EIN 95-2642764 865 S FIGUEROA ST SUITE 1800 · LOS ANGELES, CA 90017 | Investment Mgmt Fees | $48,768 |
POLEN CAPITAL6+ 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 | $43,975 |
Filed as: RYAN RAPP & PACHECO Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE STE 2250 · PHOENIX, AZ 85012 | Legal | $32,984 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 10.99% | 6.41%+4.6pp | 8.01%+3.0pp | 11.45%-0.5pp |
| Employer contribution / active EE | $5,288 | $11,592-54.4% | $29,475-82.1% | $17,219-69.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |