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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 5670 GREENWOOD PLAZA BLVD 425 · GREENWOOD, CO 801112499 | Actuarial | $31,859 |
FRINGE BENEFIT SERVICES1+ years Filed as: FRINGE BENEFIT SERVICES, INC Service code 14 · EIN 84-0920086 7010 N BROADWAY SUITE 106 · DENVER, CO 80221 | Plan Administrator | $26,760 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 28 3457 RINGSBY CT STE 214 · DENVER, CO 802164910 | Investment Management | $10,852 |
BALDWIN & BALDWIN PLLC1+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $10,429 |
CHUBB1+ years Service code 22 555 SOUTH FLOWER STREET · LOS ANGELES, CA 90017 | Insurance Broker | $6,940 |
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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 | $120,305-100.0% | $115,244-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 43.8%-43.8pp | 33.3%-33.3pp | 48.7%-48.7pp |
| Annual return | -3.84% | -1.96%-1.9pp | -1.61%-2.2pp | -2.16%-1.7pp |
| Employer contribution / active EE | $0 | $37,094-100.0% | $30,840-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $45-100.0% | $41-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,890-100.0% | $3,433-100.0% | $12,572-100.0% |