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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 · PHOENIX, AZ 85027 | Contract Administrator | $324,002 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $39,847 |
BMO HARRIS BANK NA9+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 11270 W PARK PLACE · MILWAUKEE, WI 53244 | Securities Custodian | $18,116 |
THE SEGAL COMPANY9+ years Service code 16 · EIN 13-1835864 | Consulting | $13,000 |
ULRICH CONSULTING GROUP9+ years Service code 28 1805 RIO GRANDE BLVD NW · ALBUQUERQUE, NM 87104 | Investment Management | $13,000 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $11,076 |
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 | $26,318 | $93,010-71.7% | $96,515-72.7% | $74,460-64.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 11.14% | 37.50%-26.4pp | 35.73%-24.6pp | 34.38%-23.2pp |
| Employer contribution / active EE | $1,052 | $3,427-69.3% | $3,740-71.9% | $2,638-60.1% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $248 | $633-60.8% | $6,735-96.3% | $348-28.6% |