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| Provider | Service type | Compensation |
|---|---|---|
EATON VANCE5+ years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-2718215 TWO INTERNATIONAL PLACE · BOSTON, ME 02110 | Investment Management | $40,969 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 22 · EIN 01-6215776 4800 N SCOTTSDALE RD STE 4500 · SCOTTSDALE, AZ 85251 | Insurance Broker | $40,282 |
Service code 13 · EIN 86-0785790 2250 W UNION HILLS DRIVE, SUITE 290 · PHOENIX, AZ 85027 | Contract Administrator | $30,600 |
ATLANTA CAPITAL MANAGEMENT5+ years Service code 28 · EIN 58-2236910 1075 PEACHTREE STREET · ATLANTA, GA 30309 | Investment Management | $30,411 |
RYAN RAPP & UNDERWOOD5+ years Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE STE 2250 · PHOENIX, AZ 85012 | Legal | $22,652 |
Filed as: WCM Service code 51 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Mgmt Fees | $18,523 |
Filed as: UNIPLAN INVESTMENT COUNSEL Service code 51 · EIN 27-3053886 22939 W OVERSON RD. · UNION GROVE, WI 53182 | Investment Mgmt Fees | $17,897 |
BALDWIN & BALDWIN PLLC5+ years Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85082 | Accounting | $17,000 |
WELLESLEY1 year Service code 51 20 WILLIAMS STREET #310 · WELLESLEY, MA 02481 | Investment Mgmt Fees | $12,743 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 16 1230 W WASHINGTON SUITE 501 · TEMPE, AZ 85082 | Consulting | $12,072 |
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 | $24,881 | $66,051-62.3% | $92,915-73.2% | $77,775-68.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 23.38% | 20.69%+2.7pp | 109.45%-86.1pp | 32.58%-9.2pp |
| Employer contribution / active EE | $2,184 | $3,426-36.3% | $3,653-40.2% | $2,504-12.8% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $269 | $148+81.9% | $5,796-95.4% | $100+168.6% |