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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $45,014 |
THE SEGAL COMPANY4+ years Service code 16 · EIN 13-1835864 PO BOX 63610 · PHOENIX, AZ 850823610 | Consulting | $42,145 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 11270 W PARK PLACE STE 400 · MILWAUKEE, WI 53244 | Securities Custodian | $16,653 |
ULRICH CONSULTING GROUP4+ years Service code 28 · EIN 45-3972125 1805 RIO GRANDE BLVD NW STE 1 · ALBUQUERQUE, NM 87104 | Investment Management | $12,000 |
BALDWIN & BALDWIN PLLC4+ years Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85082 | Accounting | $10,968 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Commissions | $7,788 |
Filed as: JENNINGS STROUSS AND SALMON, PLC Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON · PHOENIX, AZ 85004 | Legal | $5,715 |
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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 | $233,278-100.0% | $379,314-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.6%-37.6pp | 17.4%-17.4pp | 46.4%-46.4pp |
| Annual return | -5.20% | -2.89%-2.3pp | -2.18%-3.0pp | -82.66%+77.5pp |
| Employer contribution / active EE | $0 | $50,326-100.0% | $38,751-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $4,632-100.0% | $4,180-100.0% | $11,204-100.0% |