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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK N.A. Service code 15 · EIN 36-2085229 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Recordkeeping | $127,683 |
SOUTHWEST SERVICE ADMINISTRATORS1+ years Service code 13 · EIN 86-0785790 2400 WEST DUNLAP AVENUE SUITE 250 · PHOENIX, AZ 85021 | Contract Administrator | $13,095 |
WALKER & VAN HEIJENOORT1+ years Service code 29 · EIN 85-0369189 4263 MONTGOMERY NE SUITE 230 · ALBUQUERQUE, NM 87109 | Legal | $11,059 |
BALDWIN & BALDWIN PLLC1+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $8,000 |
Annual investment return 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 | $22,665 | $39,859-43.1% | $78,676-71.2% | $57,658-60.7% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | -2.30% | 18.96%-21.3pp | 62.19%-64.5pp | 5.13%-7.4pp |
| Employer contribution / active EE | $666 | $1,786-62.7% | $2,850-76.6% | $1,974-66.3% |
| Participant deferral / active EE | $724 | $2,248-67.8% | $3,517-79.4% | $3,061-76.4% |
| Admin fee / account holder | $278 | $76+264.5% | $4,510-93.8% | $95+193.7% |