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 INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 01-6215776 4800 N SCOTTSDALE RD SUITE 4500 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $27,704 |
BALDWIN & BALDWIN PLLC1+ years Service code 10 · EIN 46-4370753 PO BOX 65585 · PHOENIX, AZ 85082 | Accounting | $20,500 |
ATLANTA CAPITAL MANAGEMENT1+ years Service code 28 · EIN 58-2236910 1075 PEACHTREE STREET NE STE 2100 · ATLANTA, GA 30309 | Investment Management | $19,633 |
EATON VANCE1+ years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-2718215 TWO INTERNATIONAL PLACE, 6TH FLOOR · BOSTON, MA 02110 | Investment Management | $17,153 |
EAGLE GLOBAL1+ years Service code 28 · EIN 76-0518446 5847 SAN FELIPE, SUITE 930 · HOUSTON, TX 77057 | Investment Management | $17,076 |
GOLDMAN SACHS1+ years Filed as: ASHFIELD CAPITAL PARTNERS Service code 28 · EIN 20-5650986 750 BATTERY STREET, SUITE 600 · SAN FRANCISCO, CA 94111 | Investment Management | $13,848 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 2001 W CAMELBACK RD SUITE B350 · PHOENIX, AZ 85015 | Contract Administrator | $12,582 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 18 · EIN 94-1347393 100 W WASHINGON ST · PHOENIX, AZ 85003 | Custodial (other than securities) | $10,143 |
RYAN RAPP & UNDERWOOD1+ years Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE SUITE 1600 · PHOENIX, AZ 85012 | Legal | $7,418 |
FOX ASSET MANAGEMENT1+ years Service code 28 1040 BROAD ST #203 · SHREWSBURY, NJ 07702 | Investment Management | $6,678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,516-100.0% | $75,784-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.8%-75.8pp | 69.4%-69.4pp |
| Annual return | -0.58% | -1.89%+1.3pp | 9.68%-10.3pp | 5.51%-6.1pp |
| Employer contribution / active EE | $1,006 | $2,604-61.4% | $3,323-69.7% | $2,098-52.1% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $5,300-100.0% | $92-100.0% |