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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTHWEST SERVICE ADMIN, INC Service code 13 · EIN 86-6084210 2550 W UNION HILLS DRIVE STE 290 · PHOENIX, AZ 85027 | Contract Administrator | $31,763 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $27,138 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 11270 W PARK PLACE SUITE 400 · MILWAUKEE, WI 53244 | Securities Custodian | $18,378 |
THE SEGAL COMPANY7+ years Service code 16 · EIN 13-1835864 PO BOX 63610 · PHOENIX, AZ 85082 | Consulting | $17,019 |
ULRICH CONSULTING GROUP7+ years Service code 28 · EIN 45-3972125 1805 RIO GRANDE BLVD NW STE 1 · ALBEQUERQUE, NM 87104 | Investment Management | $16,000 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT PLLC Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85082 | Accounting | $9,562 |
Filed as: JENNINGS STROUSS AND SALMON, PLC Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON ST SUITE 1900 · PHOENIX, AZ 85004 | Legal | $8,850 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,599 | $78,275-62.2% | $109,173-72.9% | $86,821-65.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 11.58% | 19.14%-7.6pp | 25.75%-14.2pp | 97.94%-86.4pp |
| Employer contribution / active EE | $304 | $3,105-90.2% | $3,723-91.8% | $2,406-87.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $241 | $198+21.4% | $6,755-96.4% | $170+42.1% |