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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Service code 11 333 W. 34TH ST FL 2 · NEW YORK, NY 10001 | Actuarial | $38,882 |
BENESYS, INC.1 year Filed as: BENESYS Service code 14 7010 NORTH BROADWAY SUITE 101 · DENVER, CO 80221 | Plan Administrator | $27,912 |
SPENCER FANE LLP2 years Filed as: SPENCER FANE Service code 29 1700 LINCOLN STREET #2000 · DENVER, CO 80202 | Legal | $23,793 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY CAPITAL Service code 28 370 17TH STREET #5100 · DENVER, CO 80202 | Investment Management | $22,438 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB Service code 28 3457 RINGSBY CT #214 · DENVER, CO 80216 | Investment Management | $13,475 |
BALDWIN & BALDWIN PLLC3+ years Service code 10 701 NORTH 44TH STREET · PHOENIX, AZ 80221 | Accounting | $10,446 |
CHUBB3+ years Service code 22 555 SOUTH FLOWER STREET · LOS ANGELES, CA 90017 | Insurance Broker | $727 |
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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 | $198,945-100.0% | $184,886-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 57.2%-57.2pp | 47.1%-47.1pp | 45.9%-45.9pp |
| Annual return | 16.22% | 7.15%+9.1pp | 8.32%+7.9pp | 10.21%+6.0pp |
| Employer contribution / active EE | $0 | $38,756-100.0% | $30,793-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $84-100.0% | $90-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $3,060-100.0% | $2,802-100.0% | $13,518-100.0% |