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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 16 · EIN 13-1835864 PO BOX 63610 · DENVER, CO 85082 | Consulting | $42,658 |
FRINGE BENEFIT SERVICES1+ years Service code 13 · EIN 86-0620086 PO BOX 21240 · DENVER, CO 80221 | Contract Administrator | $38,729 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 11270 W PARK PLACE SUITE 400 · MILWAUKEE, WI 53244 | Securities Custodian | $12,123 |
ULRICH CONSULTING GROUP1+ years Service code 28 · EIN 45-3972125 1805 RIO GRANDE BLVD NW SUITE ONE · ALBUQUERQUE, NM 87104 | Investment Management | $12,000 |
BALDWIN & BALDWIN PLLC1+ years Service code 10 · EIN 46-4370753 PO BOX 65585 · PHOENIX, AZ 85082 | Accounting | $10,179 |
CHUBB1+ years Service code 23 · EIN 13-1963496 2800 N CENTRAL AVENUE SUITE 1600 · PHOENIX, AZ 85004 | Insurance services | $8,944 |
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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 | $258,845-100.0% | $846,462-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 51.0%-51.0pp | 23.1%-23.1pp | 48.7%-48.7pp |
| Annual return | -3.29% | -1.13%-2.2pp | -0.81%-2.5pp | -2.16%-1.1pp |
| Employer contribution / active EE | $0 | $49,652-100.0% | $38,425-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $367-100.0% | $315-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $15,092-100.0% | $15,697-100.0% | $12,572-100.0% |