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| Provider | Service type | Compensation |
|---|---|---|
SHERMAN & HOWARD1 year Filed as: SHERMAN AND HOWARD Service code 29 · EIN 84-0420314 | Legal | $41,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $30,000 |
BANKERS TRUST COMPANY2 years Filed as: TI TRUST Service code 25 · EIN 20-1171923 | Directed Trustee | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,801-100.0% | $86,868-100.0% | $167,518-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 71.6%-71.6pp | 82.1%-82.1pp |
| Annual return | -3.04% | 117.00%-120.0pp | 63.53%-66.6pp | 478.71%-481.8pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,417-100.0% | $5,829-100.0% | $12,312-100.0% |