Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $32,900 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 11270 W PARK PLACE SUITE 400 · MILWAUKEE, WI 53244 | Securities Custodian | $17,596 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $17,073 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 PO BOX 63610 · PHOENIX, AZ 85082 | Actuarial | $13,000 |
ULRICH CONSULTING GROUP4+ years Service code 51 · EIN 45-3972125 1805 RIO GRANDE BLVD NW SUITE ONE · ALBUQUERQUE, NM 87104 | Investment Mgmt Fees | $13,000 |
BALDWIN & BALDWIN PLLC4+ years Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85082 | Accounting | $10,468 |
Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET STE 1900 · PHOENIX, AZ 85004 | Legal | $5,665 |
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 | $21,167 | $56,443-62.5% | $83,831-74.8% | $55,725-62.0% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -5.78% | 393.67%-399.4pp | 850.99%-856.8pp | 244.93%-250.7pp |
| Employer contribution / active EE | $385 | $2,682-85.7% | $3,631-89.4% | $2,078-81.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $187 | $156+19.9% | $5,479-96.6% | $115+62.6% |