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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 |
JENNINGS, STROUSS & SALMON, PLC2 years 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,599 | $78,275-62.2% | $109,143-72.9% | $86,799-65.9% |
| 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 | 97.91%-86.3pp |
| Employer contribution / active EE | $304 | $3,105-90.2% | $3,722-91.8% | $2,405-87.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $241 | $198+21.4% | $6,752-96.4% | $170+42.2% |