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| Provider | Service type | Compensation |
|---|---|---|
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 | $17,792 |
BALDWIN & BALDWIN PLLC2+ years Service code 10 · EIN 46-4370753 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $9,598 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,001 | $57,921-93.1% | $84,750-95.3% | $57,658-93.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 4.12% | 10.24%-6.1pp | 22.78%-18.7pp | 5.13%-1.0pp |
| Employer contribution / active EE | $51 | $2,598-98.0% | $3,574-98.6% | $1,974-97.4% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $74 | $130-42.7% | $5,332-98.6% | $95-21.3% |