| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA4+ years Filed as: BOK FINANCIAL Service code 18 · EIN 73-0780382 | Custodial (other than securities) | $242,776 |
ULRICH CONSULTING GROUP4+ years Service code 28 · EIN 45-3972125 | Investment Management | $106,774 |
SOUTHWEST SERVICE ADMINISTRATORS4+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $67,918 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 13-1963496 | Insurance Commissions | $57,778 |
RYAN RAPP & UNDERWOOD2 years Service code 29 · EIN 86-0767091 | Legal | $38,887 |
BALDWIN & BALDWIN PLLC4+ years Service code 10 · EIN 46-4370753 | Accounting | $22,537 |
FIRST IMPRESSION3 years Service code 13 · EIN 88-0350173 3401 GIRARD BLVD NE · ALBUQUERQUE, NM 87107 | Contract Administrator | $18,220 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 94-1503999 | Actuarial | $17,500 |
Filed as: LAW OFFICE OF JUSTIN LESKY Service code 29 8210 LA MIRADA PLACE NE · ALBUQUERQUE, NM 87109 | Legal | $11,361 |
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 | $58,090 | $60,396-3.8% | $83,831-30.7% | $75,289-22.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -5.47% | 3.84%-9.3pp | 850.99%-856.5pp | -0.04%-5.4pp |
| Employer contribution / active EE | $6,550 | $3,343+95.9% | $3,631+80.4% | $2,405+172.4% |
| Participant deferral / active EE | $812 | $2,922-72.2% | $4,082-80.1% | $3,739-78.3% |
| Admin fee / account holder | $281 | $141+98.7% | $5,479-94.9% | $102+174.3% |