| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2+ years Filed as: BOK FINANCIAL Service code 18 · EIN 73-0780382 ONE WILLIAMS CENTER · TULSA, OK 74172 | Custodial (other than securities) | $188,071 |
ULRICH CONSULTING GROUP2+ years Service code 28 · EIN 45-3972125 1805 RIO GRANDE BLVD, NE · ALBUQUERQUE, NM 87104 | Investment Management | $104,424 |
SOUTHWEST SERVICE ADMINISTRATORS2+ years Service code 13 · EIN 86-0785790 2400 WEST DUNLAP AVENUE · PHOENIX, AZ 85021 | Contract Administrator | $75,769 |
FEDERAL INSURANCE COMPANY2+ years Service code 23 · EIN 13-1963496 C/O SEGAL SELECT INSURANCE SERVICES · NEW YORK, NE 10001 | Insurance services | $52,091 |
RYAN RAPP & UNDERWOOD2+ years Filed as: RYAN RAPP & UNDERWOOD PLC Service code 29 · EIN 86-0767091 3200 NORTH CENTRAL AVE · PHOENIX, AZ 85012 | Legal | $34,220 |
BALDWIN & BALDWIN PLLC2+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH ST · PHOENIX, AZ 85008 | Accounting | $21,679 |
UNION DEVELOPMENT1 year Service code 27 · EIN 85-0370135 122 TULANE SE · ALBUQUERQUE, NM 87106 | Advisory (Plan) | $18,355 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON STREET · TEMPE, AZ 85082 | Actuarial | $17,486 |
Filed as: LAW OFFICE OF JUSTIN LESKY Service code 29 8210 LA MIRADA PLACE NE · ALBUQUERQUE, NM 87109 | Legal | $14,282 |
FIRST IMPRESSION1 year Service code 13 · EIN 85-0350173 3401 GIRARD BLVD NE · ALBUQUERQUE, NM 87107 | Contract Administrator | $11,484 |
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 | $60,223 | $57,921+4.0% | $84,753-28.9% | $57,661+4.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 7.86% | 10.24%-2.4pp | 22.78%-14.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $6,707 | $2,598+158.1% | $3,574+87.6% | $1,974+239.8% |
| Participant deferral / active EE | $616 | $2,742-77.5% | $3,712-83.4% | $3,061-79.9% |
| Admin fee / account holder | $290 | $130+123.7% | $5,333-94.6% | $95+206.9% |