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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SIBSON CONSULTING Service code 11 7951 E. MAPLEWOOD AVE. · GREENWOOD VILLAGE, CO 80111 | Actuarial | $62,343 |
SPENCER FANE LLP4 years Filed as: SPENCER FANE Service code 29 1700 LINCOLN STREET #2000 · DENVER, CO 80202 | Legal | $35,818 |
BENESYS, INC.3 years Filed as: BENESYS Service code 14 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Plan Administrator | $32,277 |
GROOM LAW GROUP2 years Service code 22 1707 PENNSYLVANIA AVE NW · WASHINGTON, DC 20006 | Insurance Broker | $31,612 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY CAPITAL Service code 28 370 17TH STREET, SUITE 5100 · DENVER, CO 80202 | Investment Management | $18,357 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB Service code 28 3457 RINGSBY CT #214 · DENVER, CO 80216 | Investment Management | $16,983 |
BALDWIN & BALDWIN PLLC5+ years Service code 10 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $10,652 |
CHUBB1 year Filed as: CHUBB INC. Service code 22 555 SOUTH FLOWER STREET · LOS ANGELES, CA 90017 | Insurance Broker | $6,912 |
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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 | $162,281-100.0% | $362,723-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 37.9%-37.9pp | 47.3%-47.3pp |
| Annual return | 19.45% | 10.22%+9.2pp | 10.56%+8.9pp | 12.16%+7.3pp |
| Employer contribution / active EE | $0 | $37,392-100.0% | $30,199-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,182-100.0% | $2,168-100.0% | $17,640-100.0% |