| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA9+ years Filed as: BOK FINANCIAL Service code 18 · EIN 73-0780382 | Custodial (other than securities) | $264,335 |
ULRICH CONSULTING GROUP9+ years Service code 28 · EIN 45-3972125 | Investment Management | $107,688 |
SOUTHWEST SERVICE ADMINISTRATORS9+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $90,782 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $51,369 |
THE SEGAL COMPANY9+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $17,720 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $16,756 |
Filed as: LAW OFFICE OF JUSTIN LESKY Service code 29 8210 LA MIRADA PLACE NE SUITE 600 · ALBUQUERQUE, NM 87109 | Legal | $14,423 |
Filed as: RYAN RAPP PACHECO & KELLY Service code 29 · EIN 86-0767091 | Legal | $13,807 |
LETTERSTREAM2 years Service code 36 8551 E ANDERSON DR #108 · SCOTTSDALE, AZ 85255 | Copying and duplicating | $7,543 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,752 | $88,479-9.9% | $96,543-17.4% | $80,187-0.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 14.55% | 22.53%-8.0pp | 35.75%-21.2pp | 40.40%-25.9pp |
| Employer contribution / active EE | $8,962 | $4,177+114.6% | $3,741+139.6% | $2,980+200.8% |
| Participant deferral / active EE | $1,600 | $3,961-59.6% | $4,880-67.2% | $5,016-68.1% |
| Admin fee / account holder | $221 | $211+4.3% | $6,737-96.7% | $145+52.2% |