| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Filed as: BOK FINANCIAL Service code 18 · EIN 73-0780382 ONE WILLIAMS CENTER · TULSA, OK 74172 | Custodial (other than securities) | $202,737 |
ULRICH CONSULTING GROUP1+ years Service code 28 · EIN 45-3972125 1805 RIO GRANDE BLVD, NE SUITE 1 · ALBUQUERQUE, NM 87104 | Investment Management | $104,297 |
SOUTHWEST SERVICE ADMINISTRATORS1+ years Service code 13 · EIN 86-0785790 2400 WEST DUNLAP AVENUE # 250 · PHOENIX, AZ 85021 | Contract Administrator | $70,365 |
FEDERAL INSURANCE COMPANY1+ years Service code 23 · EIN 13-1963496 C/O SEGAL SELECT INSURANCE SERVICES · NEW YORK, NY 100012402 | Insurance services | $54,140 |
RYAN RAPP & UNDERWOOD1+ years Filed as: RYAN RAPP & UNDERWOOD PLC Service code 29 · EIN 86-0767091 3200 NORTH CENTRAL AVE · PHOENIX, AZ 85012 | Legal | $39,271 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON STREET · TEMPE, AZ 850823610 | Actuarial | $24,263 |
BALDWIN & BALDWIN PLLC1+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $21,856 |
Filed as: LAW OFFICE OF JUSTIN LESKY Service code 29 8210 LA MIRADA PLACE NE, SUITE 600 · ALBUQUERQUE, NM 87109 | Legal | $17,013 |
FIRST IMPRESSION1+ years Filed as: FIRST IMPRESSION INC Service code 13 · EIN 85-0350173 3401 GIRARD BLVD. NE · ALBUQUERQUE, NM 87107 | Contract Administrator | $8,330 |
UNION DEVELOPMENT1+ years Filed as: UNION DEVELOPMENT CORPORATION Service code 27 · EIN 85-0370135 122 TULANE SE · ALBUQUERQUE, NM 87106 | Advisory (Plan) | $8,030 |
Participant 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 | $54,123 | $50,498+7.2% | $75,784-28.6% | $55,191-1.9% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -0.94% | 1.80%-2.7pp | 9.68%-10.6pp | 10.78%-11.7pp |
| Employer contribution / active EE | $6,125 | $2,291+167.4% | $3,323+84.3% | $1,899+222.6% |
| Participant deferral / active EE | $677 | $2,589-73.9% | $3,652-81.5% | $3,046-77.8% |
| Admin fee / account holder | $265 | $123+115.0% | $5,300-95.0% | $91+191.4% |