| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6+ years Filed as: BOK FINANCIAL Service code 18 · EIN 73-0780382 | Custodial (other than securities) | $217,374 |
ULRICH CONSULTING GROUP6+ years Service code 28 · EIN 45-3972125 | Investment Management | $107,875 |
SOUTHWEST SERVICE ADMINISTRATORS6+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $86,802 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $52,963 |
RYAN RAPP & UNDERWOOD4 years Service code 29 · EIN 86-0767091 | Legal | $32,694 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 94-1503999 | Actuarial | $23,135 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT PLLC Service code 10 · EIN 46-4370753 | Accounting | $15,000 |
AMALGAMATED BANK2 years Service code 21 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Bank Trustee | $8,933 |
LETTERSTREAM1 year Filed as: LETTERSTREAM INC. Service code 36 8551 E ANDERSON DR #108 · SCOTTSDALE, AZ 85255 | Copying and duplicating | $8,249 |
Filed as: LAW OFFICE OF JUSTIN LESKY Service code 29 8210 LA MIRADA PLACE NE · ALBUQUERQUE, NM 87109 | Legal | $6,793 |
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 | $72,124 | $81,719-11.7% | $101,275-28.8% | $90,274-20.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 12.79% | 337.64%-324.9pp | 46.46%-33.7pp | 53.97%-41.2pp |
| Employer contribution / active EE | $7,694 | $3,622+112.4% | $3,660+110.2% | $2,523+204.9% |
| Participant deferral / active EE | $849 | $3,310-74.3% | $4,370-80.6% | $4,231-79.9% |
| Admin fee / account holder | $234 | $162+44.8% | $5,948-96.1% | $114+105.6% |