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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $40,936 |
Filed as: SOUTHWEST SERVICE ADMIN, INC. Service code 13 · EIN 86-6084210 | Contract Administrator | $31,579 |
BMO HARRIS BANK NA10+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 | Securities Custodian | $17,951 |
THE SEGAL COMPANY10+ years Service code 16 · EIN 13-1835864 | Consulting | $13,000 |
ULRICH CONSULTING GROUP10+ years Service code 28 1805 RIO GRANDE BLVD NW · ALBUQUERQUE, NM 87104 | Investment Management | $13,000 |
BALDWIN & BALDWIN PLLC3 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $11,142 |
SPENCER FANE LLP1 year Service code 29 2415 E CAMELBACK RD #600 · PHOENIX, AZ 85016 | Legal | $5,295 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,115 | $83,023-71.0% | $102,437-76.5% | $77,762-69.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 7.74% | 19.12%-11.4pp | 24.95%-17.2pp | 31.27%-23.5pp |
| Employer contribution / active EE | $510 | $3,552-85.7% | $3,871-86.8% | $2,728-81.3% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $211 | $639-67.0% | $8,388-97.5% | $433-51.3% |