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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SIBSON CONSULTING Service code 11 7951 E MAPLEWOOD AVE. · GREENWOOD VILLAGE, CO 80111 | Actuarial | $57,255 |
BENESYS, INC.2 years Filed as: BENESYS Service code 14 7010 NORTH BROADWAY SUITE 101 · DENVER, CO 80221 | Plan Administrator | $31,924 |
SPENCER FANE LLP3 years Filed as: SPENCER FANE Service code 29 1700 LINCOLN STREET #2000 · DENVER, CO 80202 | Legal | $22,938 |
GROOM LAW GROUP1 year Service code 22 1701 PENNSYLVANIA AVE NW · WASHINGTON, DC 20006 | Insurance Broker | $20,983 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB Service code 28 3457 RINGSBY CT #214 · DENVER, CO 80216 | Investment Management | $17,382 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY CAPITAL Service code 28 370 17TH STREET, SUITE 5100 · DENVER, CO 80202 | Investment Management | $16,910 |
BALDWIN & BALDWIN PLLC4+ years Service code 10 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $10,416 |
CHUBB1 year Filed as: CHUBB INC Service code 22 555 SOUTH FLOWER STREET · LOS ANGELES, CA 90017 | Insurance Broker | $6,598 |
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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 | $267,312-100.0% | $245,396-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 51.5%-51.5pp | 43.0%-43.0pp | 46.4%-46.4pp |
| Annual return | 1.66% | -1035.07%+1036.7pp | -752.26%+753.9pp | -82.67%+84.3pp |
| Employer contribution / active EE | $0 | $39,756-100.0% | $31,802-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,364-100.0% | $1,223-100.0% | $11,204-100.0% |