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| Provider | Service type | Compensation |
|---|---|---|
EATON VANCE2+ years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-2718215 TWO INTERNATIONAL PLACE 6TH FLOOR · BOSTON, MA 02110 | Investment Management | $31,905 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 01-6215776 4800 N SCOTTSDALE RD SUITE 4500 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $29,000 |
ATLANTA CAPITAL MANAGEMENT2+ years Service code 28 · EIN 58-2236910 1075 PEACHTREE STREET NE STE 2100 · ATLANTA, GA 30309 | Investment Management | $22,750 |
BALDWIN & BALDWIN PLLC2+ years Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85082 | Accounting | $18,500 |
EAGLE GLOBAL2+ years Service code 28 · EIN 76-0518446 5847 SAN FELIPE SUITE 930 · HOUSTON, TX 77057 | Investment Management | $17,805 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 2001 W CAMELBACK RD SUITE B350 · PHOENIX, AZ 85015 | Contract Administrator | $15,081 |
GOLDMAN SACHS2+ years Filed as: ASHFIELD CAPITAL PARTNERS Service code 28 · EIN 20-5650986 750 BATTERY STREET SUITE 600 · SAN FRANCISCO, CA 94111 | Investment Management | $14,494 |
RYAN RAPP & UNDERWOOD2+ years Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE SUITE 2250 · PHOENIX, AZ 85012 | Legal | $14,281 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 100 W WASHINGTON ST · PHOENIX, AZ 85003 | Custodial (other than securities) | $6,536 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,119 | $54,392-70.4% | $84,753-81.0% | $63,975-74.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 2.51% | 611.38%-608.9pp | 22.78%-20.3pp | 48.65%-46.1pp |
| Employer contribution / active EE | $1,307 | $2,943-55.6% | $3,574-63.4% | $2,182-40.1% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $178 | $136+31.4% | $5,333-96.7% | $70+153.4% |