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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Service code 16 · EIN 13-1835864 PO BOX 63610 · PHOENIX, AZ 60661 | Consulting | $57,965 |
BENESYS, INC.1 year Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $38,400 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 11270 W PARK PLACE SUITE 400 · MILWAUKEE, WI 53244 | Securities Custodian | $12,123 |
ULRICH CONSULTING GROUP3+ years Service code 28 · EIN 45-3972125 1805 RIO GRANDE BLVD NW SUITE ONE · ALBUQUERQUE, NM 87104 | Investment Management | $12,000 |
BALDWIN & BALDWIN PLLC3+ years Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85082 | Accounting | $11,346 |
CHUBB3+ years Service code 23 · EIN 13-1963496 2800 N CENTRAL AVENUE SUITE 1600 · PHOENIX, AZ 85004 | Insurance services | $8,479 |
Filed as: JENNINGS, STROUSS, SALMON, PLC Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON ST · PHOENIX, AZ 85004 | Legal | $5,760 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $425,338-100.0% | $411,917-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.6%-35.6pp | 16.2%-16.2pp | 45.9%-45.9pp |
| Annual return | 6.79% | 9.03%-2.2pp | 10.36%-3.6pp | 10.21%-3.4pp |
| Employer contribution / active EE | $0 | $48,592-100.0% | $37,738-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $154-100.0% | $137-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $16,407-100.0% | $15,661-100.0% | $13,518-100.0% |