| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7+ years Filed as: BOK FINANCIAL Service code 18 · EIN 73-0780382 | Custodial (other than securities) | $247,846 |
ULRICH CONSULTING GROUP7+ years Service code 28 · EIN 45-3972125 | Investment Management | $107,875 |
SOUTHWEST SERVICE ADMINISTRATORS7+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $79,203 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $47,215 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFIT PLLC Service code 10 · EIN 46-4370753 | Accounting | $23,247 |
THE SEGAL COMPANY7+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $20,526 |
RYAN RAPP & UNDERWOOD1 year Filed as: RYAN RAPP UNDERWOOD & PACHEO Service code 29 · EIN 86-0767091 | Legal | $19,498 |
LETTERSTREAM1 year Filed as: LETTERSTREAM INC Service code 36 8551 E ANDERSON DR. #108 · SCOTTSDALE, AZ 85255 | Copying and duplicating | $11,521 |
Filed as: LAW OFFICE OF JUSTIN LESKY Service code 29 8210 LA MIRADA PLACE NE SUITE 600 · ALBUQUERQUE, NM 87109 | Legal | $6,956 |
FIRST IMPRESSION6 years Service code 36 3401 GIRARD BLVD NE · ALBUQUERQUE, NM 87107 | Copying and duplicating | $6,111 |
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 | $80,626 | $88,770-9.2% | $109,191-26.2% | $93,010-13.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 15.91% | 60.64%-44.7pp | 25.76%-9.8pp | 158.70%-142.8pp |
| Employer contribution / active EE | $7,837 | $3,780+107.3% | $3,723+110.5% | $2,705+189.7% |
| Participant deferral / active EE | $1,031 | $3,630-71.6% | $4,653-77.8% | $4,561-77.4% |
| Admin fee / account holder | $235 | $172+36.2% | $6,756-96.5% | $152+54.8% |