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| Provider | Service type | Compensation |
|---|---|---|
FRINGE BENEFIT SERVICES1+ years Service code 13 · EIN 86-0620086 PO BOX 21240 · DENVER, CO 80221 | Contract Administrator | $31,509 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 11270 W PARK PLACE SUITE 400 · MILWAUKEE, WI 53244 | Securities Custodian | $19,064 |
CHUBB1+ years Service code 23 · EIN 13-1963496 2800 N CENTRAL AVENUE SUITE 1600 · PHOENIX, AZ 85004 | Insurance services | $15,119 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 PO BOX 63610 · PHOENIX, AZ 85082 | Actuarial | $13,000 |
ULRICH CONSULTING GROUP1+ years Service code 51 · EIN 45-3972125 1805 RIO GRANDE BLVD NW SUITE ONE · ALBUQUERQUE, NM 87104 | Investment Mgmt Fees | $13,000 |
BALDWIN & BALDWIN PLLC1+ years Service code 10 · EIN 46-4370753 PO BOX 65585 · PHOENIX, AZ 85082 | Accounting | $9,679 |
JENNINGS, STROUSS & SALMON, PLC1+ years Filed as: JENNINGS STROUSS & SALMON PLC Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET 1900 · PHOENIX, AZ 85004 | Legal | $6,929 |
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 | $17,410 | $50,498-65.5% | $75,784-77.0% | $55,191-68.5% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -2.42% | 1.80%-4.2pp | 9.68%-12.1pp | 10.78%-13.2pp |
| Employer contribution / active EE | $185 | $2,291-91.9% | $3,323-94.4% | $1,899-90.3% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $151 | $123+23.1% | $5,300-97.1% | $91+66.9% |