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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $31,200 |
CHUBB3+ years Service code 23 · EIN 13-1963496 2800 N CENTRAL AVENUE SUITE 1600 · PHOENIX, AZ 85004 | Insurance services | $15,993 |
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 | $15,429 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 PO BOX 63610 · PHOENIX, AZ 85082 | Actuarial | $13,000 |
ULRICH CONSULTING GROUP3+ years Service code 51 · EIN 45-3972125 1805 RIO GRANDE BLVD NW SUITE ONE · ALBUQUERQUE, NM 87104 | Investment Mgmt Fees | $13,000 |
BALDWIN & BALDWIN PLLC3+ years Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85082 | Accounting | $10,846 |
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 | $23,266 | $60,545-61.6% | $92,240-74.8% | $69,631-66.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 12.98% | 19.71%-6.7pp | 176.29%-163.3pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $193 | $2,633-92.7% | $3,680-94.8% | $2,032-90.5% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $187 | $145+29.2% | $5,194-96.4% | $110+69.4% |