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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 333 W 34TH ST FL 2 · NEW YORK, NY 10001 | Actuarial | $39,147 |
FRINGE BENEFIT SERVICES2+ years Filed as: FRINGE BENEFIT SERVICES, INC Service code 14 · EIN 84-0920086 7010 NORTH BROADWAY SUITE 106 · DENVER, CO 80221 | Plan Administrator | $30,888 |
Filed as: MORGAN STANLEY CAPITAL Service code 28 370 17TH STREET #5100 · DENVER, CO 80202 | Investment Management | $25,970 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 28 3457 RINGSBY CT #214 · DENVER, CO 80216 | Investment Management | $13,989 |
BALDWIN & BALDWIN PLLC2+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $10,504 |
CHUBB2+ years Service code 22 555 SOUTH FLOWER STREET · LOS ANGELES, CA 90017 | Insurance Broker | $6,967 |
SPENCER FANE LLP1 year Filed as: SPENCER FANE Service code 29 1700 LINCOLN STREET #2000 · DENVER, CO 80202 | Legal | $5,460 |
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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 | $223,143-100.0% | $209,859-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 54.7%-54.7pp | 42.7%-42.7pp | 45.6%-45.6pp |
| Annual return | 3.69% | 4.44%-0.7pp | 4.16%-0.5pp | 4.16%-0.5pp |
| Employer contribution / active EE | $0 | $38,002-100.0% | $29,966-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $147-100.0% | $145-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,395-100.0% | $13,952-100.0% | $21,465-100.0% |