| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Filed as: BOK FINANCIAL Service code 18 · EIN 73-0780382 ONE WILLIAMS CENTER · TULSA, OK 74172 | Custodial (other than securities) | $212,050 |
ULRICH CONSULTING GROUP3+ years Service code 28 · EIN 45-3972125 1805 RIO GRANDE BLVD, NE SUITE 1 · ALBEQUERQUE, NM 87104 | Investment Management | $108,174 |
SOUTHWEST SERVICE ADMINISTRATORS3+ years Service code 13 · EIN 86-0785790 2400 WEST DUNLAP AVENUE, SUITE 250 · PHOENIX, AZ 85021 | Contract Administrator | $76,820 |
FEDERAL INSURANCE COMPANY3+ years Service code 23 · EIN 13-1963496 C/O SEGAL SELECT INSURANCE SERVICES · NEW YORK, NY 10001 | Insurance services | $53,151 |
RYAN RAPP & UNDERWOOD1 year Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE SUITE 2250 · PHOENIX, AZ 85012 | Legal | $38,096 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN & BALDWIN, PLLC Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $21,174 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 94-1503999 1230 WEST WASHINGTON STREET · TEMPE, AZ 85281 | Actuarial | $17,500 |
FIRST IMPRESSION2 years Service code 13 · EIN 88-0350173 3401 GIRARD BLVD NE · ALBUQUERQUE, NM 87107 | Contract Administrator | $12,338 |
Filed as: LAW OFFICE OF JUSTIN LESKY Service code 29 8210 LA MIRADA PLACE NE · ALBUQUERQUE, NM 87109 | Legal | $12,246 |
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 | $65,759 | $221,442-70.3% | $92,240-28.7% | $77,958-15.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 15.22% | 15.65%-0.4pp | 176.29%-161.1pp | 20.87%-5.6pp |
| Employer contribution / active EE | $6,702 | $3,226+107.7% | $3,680+82.1% | $2,310+190.1% |
| Participant deferral / active EE | $707 | $2,779-74.6% | $3,897-81.9% | $3,537-80.0% |
| Admin fee / account holder | $279 | $210+33.0% | $5,194-94.6% | $97+186.5% |