| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5+ years Filed as: BOK FINANCIAL Service code 18 · EIN 73-0780382 | Custodial (other than securities) | $216,832 |
ULRICH CONSULTING GROUP5+ years Service code 28 · EIN 45-3972125 | Investment Management | $107,219 |
SOUTHWEST SERVICE ADMINISTRATORS5+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $84,475 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $48,442 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 94-1503999 | Actuarial | $32,408 |
RYAN RAPP & UNDERWOOD1 year Filed as: RYAN RAPP &UNDERWOOD Service code 29 · EIN 86-0767091 | Legal | $29,222 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN & BALDWIN Service code 10 · EIN 46-4370753 | Accounting | $18,002 |
AMALGAMATED BANK1 year Service code 21 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Bank Trustee | $16,169 |
FIRST IMPRESSION4 years Service code 13 · EIN 88-0350173 3401 GIRARD BLVD NE · ALBUQUERQUE, NM 87107 | Contract Administrator | $12,571 |
Filed as: LAW OFFICE OF JUSTIN LESKY Service code 29 8210 LA MIRADA PLACE NE · ALBUQUERQUE, NM 87109 | Legal | $11,951 |
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 | $69,183 | $66,051+4.7% | $92,916-25.5% | $77,775-11.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 20.11% | 20.69%-0.6pp | 109.45%-89.3pp | 32.58%-12.5pp |
| Employer contribution / active EE | $7,643 | $3,426+123.1% | $3,654+109.2% | $2,504+205.2% |
| Participant deferral / active EE | $912 | $3,013-69.7% | $4,238-78.5% | $3,966-77.0% |
| Admin fee / account holder | $256 | $148+73.3% | $5,796-95.6% | $100+156.0% |