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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.8+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $205,767 |
Filed as: DAVID A. GERSON Service code 10 · EIN 22-3163246 | Accounting | $36,567 |
O'BRIEN BELLAND & BUSHINSKY8+ years Filed as: O'BRIEN, BELLAND, & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $26,144 |
REYNOLDS CONSULTING SERVICES4 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $24,115 |
LINDABURY, MCCORMICK, ESTABROOK8+ years Filed as: LINDABURY, MCCORMICK, ESTSBROOK & C Service code 29 · EIN 22-1943351 | Legal | $23,885 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,522 |
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 | $140,852 | $88,479+59.2% | $96,543+45.9% | $80,187+75.7% |
| Participation rate | 92.6% | 79.9%+12.7pp | 74.3%+18.2pp | 72.9%+19.6pp |
| Annual return | -4.34% | 22.53%-26.9pp | 35.75%-40.1pp | 40.40%-44.7pp |
| Employer contribution / active EE | $7,437 | $4,177+78.0% | $3,741+98.8% | $2,980+149.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $143 | $211-32.1% | $6,737-97.9% | $145-1.0% |