Filed January 24, 2019 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $206,814 |
MONTICELLO ASSOCIATES7 years Filed as: MONTICELLO Service code 27 1800 LARIMER STREET · DENVER, CO 80202 | Advisory (Plan) | $75,000 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $67,757 |
REAMS ASSET MANAGEMENT2 years Filed as: REAMS ASSET MANAGEMENT COMPANY LLC Service code 28 · EIN 35-1503965 | Investment Management | $46,686 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $41,021 |
WELLINGTON TRUST COMPANY8+ years Service code 28 · EIN 04-2755549 | Investment Management | $27,769 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 8.36% | 18.04%-9.7pp | 32.33%-24.0pp | 37.77%-29.4pp |
| Employer contribution / active EE | $0 | $10,357-100.0% | $33,964-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |