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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 22 · EIN 01-6215776 4800 N SCOTTSDALE RD STE 4500 · SCOTTSDALE, AZ 85251 | Insurance Broker | $36,964 |
EATON VANCE4+ years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-2718215 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $35,537 |
ATLANTA CAPITAL MANAGEMENT4+ years Service code 28 · EIN 58-2236910 1075 PEACHTREE STREET · ATLANTA, GA 30309 | Investment Management | $26,253 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 13 · EIN 52-1590516 2001 W CAMELBACK RD STE B350 · PHOENIX, AZ 85015 | Contract Administrator | $24,301 |
RYAN RAPP & UNDERWOOD4+ years Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE STE 2250 · PHOENIX, AZ 85012 | Legal | $20,299 |
EAGLE GLOBAL4+ years Service code 28 · EIN 76-0518446 5847 SAN FELIPE STE 930 · HOUSTON, TX 77057 | Investment Management | $19,118 |
BALDWIN & BALDWIN PLLC4+ years Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85082 | Accounting | $18,250 |
POLEN CAPITAL2 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 | $17,550 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 100 W WASHINGTON ST · PHOENIX, AZ 85003 | Custodial (other than securities) | $14,330 |
Filed as: UNIPLAN INVESTMENT COUNSEL Service code 51 · EIN 27-3053886 22939 W OVERSON RD. · UNION GROVE, WI 53182 | Investment Mgmt Fees | $5,973 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $19,581 | $60,396-67.6% | $83,831-76.6% | $75,289-74.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -4.61% | 3.84%-8.5pp | 850.99%-855.6pp | -0.04%-4.6pp |
| Employer contribution / active EE | $1,985 | $3,343-40.6% | $3,631-45.3% | $2,405-17.4% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $228 | $141+61.7% | $5,479-95.8% | $102+123.2% |