| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA8+ years Filed as: BOK FINANCIAL Service code 18 · EIN 73-0780382 | Custodial (other than securities) | $253,502 |
ULRICH CONSULTING GROUP8+ years Service code 28 · EIN 45-3972125 | Investment Management | $107,812 |
SOUTHWEST SERVICE ADMINISTRATORS8+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $87,049 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $49,270 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $21,168 |
THE SEGAL COMPANY8+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $19,897 |
RYAN RAPP & UNDERWOOD2 years Filed as: RYAN RAPP UNDERWOOD & PACHEO Service code 29 · EIN 86-0767091 | Legal | $14,466 |
LETTERSTREAM1 year Service code 36 8551 E ANDERSON DR #108 · SCOTTSDALE, AZ 85255 | Copying and duplicating | $12,484 |
Filed as: LAW OFFICE OF JUSTIN LESKY Service code 29 8210 LA MIRADA PLACE NE SUITE 600 · ALBUQUERQUE, NM 87109 | Legal | $7,958 |
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 | $69,381 | $76,774-9.6% | $112,270-38.2% | $77,906-10.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -13.88% | -10.25%-3.6pp | 27.49%-41.4pp | 12.16%-26.0pp |
| Employer contribution / active EE | $8,231 | $3,977+107.0% | $3,635+126.4% | $2,846+189.2% |
| Participant deferral / active EE | $1,351 | $3,778-64.2% | $4,729-71.4% | $4,805-71.9% |
| Admin fee / account holder | $224 | $239-6.4% | $6,411-96.5% | $133+68.6% |