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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 16 · EIN 13-1835864 PO BOX 63610 · DENVER, CO 85082 | Consulting | $71,139 |
FRINGE BENEFIT SERVICES2+ years Service code 13 · EIN 86-0620086 PO BOX 21240 · DENVER, CO 80221 | Contract Administrator | $38,400 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 11270 W PARK PLACE SUITE 400 · MILWAUKEE, WI 53244 | Securities Custodian | $16,739 |
ULRICH CONSULTING GROUP2+ years Service code 28 · EIN 45-3972125 1805 RIO GRANDE BLVD NW SUITE ONE · ALBUQUERQUE, NM 87104 | Investment Management | $12,000 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN & BALDWIN, PLLC Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85082 | Accounting | $11,451 |
Filed as: JENNINGS STROUSS & SALMON Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON #1900 · PHOENIX, AZ 85004 | Legal | $10,275 |
CHUBB2+ years Service code 23 · EIN 13-1963496 2800 N CENTRAL AVENUE SUITE 1600 · PHOENIX, AZ 85004 | Insurance services | $9,017 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $364,560-100.0% | $374,107-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 45.9%-45.9pp | 22.0%-22.0pp | 45.6%-45.6pp |
| Annual return | 2.96% | 3.93%-1.0pp | 4.74%-1.8pp | 4.16%-1.2pp |
| Employer contribution / active EE | $0 | $47,405-100.0% | $36,089-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $59-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $11,576-100.0% | $10,677-100.0% | $21,465-100.0% |