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| Provider | Service type | Compensation |
|---|---|---|
FRINGE BENEFIT SERVICES2+ years Service code 13 · EIN 86-0620086 PO BOX 21240 · DENVER, CO 80221 | Contract Administrator | $31,200 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 PO BOX 63610 · PHOENIX, AZ 85082 | Actuarial | $18,587 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 11270 W PARK PLACE SUITE 400 · MILWAUKEE, WI 53244 | Securities Custodian | $17,998 |
CHUBB2+ years Service code 23 · EIN 13-1963496 2800 N CENTRAL AVENUE SUITE 1600 · PHOENIX, AZ 85004 | Insurance services | $14,948 |
ULRICH CONSULTING GROUP2+ 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 year Filed as: BALDWIN & BALDWIN, PLLC Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85082 | Accounting | $10,951 |
Filed as: JENNINGS STROUS & SALMON PLC Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET 1900 · PHOENIX, AZ 85004 | Legal | $7,035 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,520 | $57,921-64.6% | $84,753-75.8% | $57,658-64.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 5.67% | 10.24%-4.6pp | 22.78%-17.1pp | 5.13%+0.5pp |
| Employer contribution / active EE | $263 | $2,598-89.9% | $3,574-92.6% | $1,974-86.7% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $190 | $130+46.4% | $5,333-96.4% | $95+100.8% |