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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 01-6215776 4800 N. SCOTTSDALE RD · SCOTTSDALE, AZ 85251 | Securities Custodian | $296,753 |
Service code 51 444 WEST LAKE STREET · CHICAGO, IL 60606 | Investment Mgmt Fees | $102,375 |
WELLESLEY ASSET MANAGEMENT4 years Service code 51 20 WILLIAMS ST · WELLESLEY, MA 02481 | Investment Mgmt Fees | $98,116 |
Service code 13 2550 W UNION HILLS DR · PHOENIX, AZ 85027 | Contract Administrator | $80,619 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $60,604 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 51 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Mgmt Fees | $57,565 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $31,618 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85082 | Accounting | $30,816 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO CONSULTING Service code 72 333 W 34TH STREET · NEW YORK, NY 10001 | Other investment fees and expenses | $20,000 |
RYAN RAPP & UNDERWOOD2 years Filed as: RYAN RAPP UNDERWOOD & PACHECO Service code 29 · EIN 86-0767091 3200 N. CENTRAL AVE · PHOENIX, AZ 85012 | Legal | $17,990 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -15.37% | -8.26%-7.1pp | -5.84%-9.5pp | 2.77%-18.1pp |
| Employer contribution / active EE | $6,444 | $12,543-48.6% | $31,839-79.8% | $15,262-57.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |