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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 22 · EIN 01-6215776 4800 N SCOTTSDDALE RD SUITE 4500 · SCOTTSDALE, AZ 85251 | Insurance Broker | $33,102 |
EATON VANCE3+ years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-2718215 TWO INTERNATIONAL PLACE 6TH FLOOR · BOSTON, MA 02110 | Investment Management | $31,317 |
ATLANTA CAPITAL MANAGEMENT3+ years Service code 28 · EIN 58-2236910 1075 PEACHTREE STREET · ATLANTA, GA 30309 | Investment Management | $26,728 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 100 W WASHINGTON ST · PHOENIX, AZ 85003 | Custodial (other than securities) | $23,678 |
EAGLE GLOBAL3+ years Service code 28 · EIN 76-0518446 5847 SAN FELIPE SUITE 930 · HOUSTON, TX 77057 | Investment Management | $21,423 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN & BALDWIN Service code 10 · EIN 46-4370753 P O BOX 60008 · PHOENIX, AZ 85082 | Accounting | $17,500 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MANAGEMENT Service code 51 · EIN 26-0319356 2700 N MILITARY TRAIL STE 230 · BOCA RATON, FL 33431 | Investment Mgmt Fees | $13,887 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 52-1590516 2001 W CAMELBACK RD STE B350 · PHOENIX, AZ 85015 | Contract Administrator | $12,837 |
RYAN RAPP & UNDERWOOD3+ years Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE SITE 2250 · PHOENIX, AZ 85012 | Legal | $11,356 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1835864 1230 W WASHINGTON 501 · TEMPE, AZ 85021 | Actuarial | $7,154 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,601 | $221,442-90.7% | $92,240-77.7% | $77,958-73.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 14.56% | 15.65%-1.1pp | 176.29%-161.7pp | 20.87%-6.3pp |
| Employer contribution / active EE | $1,806 | $3,226-44.0% | $3,680-50.9% | $2,310-21.8% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $225 | $210+7.1% | $5,194-95.7% | $97+130.6% |