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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.2 years Filed as: MENKE AND ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $16,452 |
PRAIRIE CAPITAL ADVISORS1 year Filed as: PRAIRIE CAPITAL Service code 34 ONE LINCOLN CENTER, 18W140 · OAKBROOK TERRACE, IL 60181 | Valuation (appraisals, etc.) | $15,000 |
Filed as: FIDELITY INVESTMENT Service code 21 100 S ASHLEY DR #1190 · TAMPA, FL 33602 | Bank Trustee | $14,061 |
BIGGS KOFFORD, P.C.1 year Filed as: BIGGS KOFFORD Service code 10 630 SOUTHPOINTE COURT, SUITE 200 · COLORADO SPRINGS, CO 80906 | Accounting | $11,750 |
Filed as: RAYMOND JAMES Service code 21 5251 DTC PARKWAY · GREENWOOD VILLAGE, CO 80111 | Bank Trustee | $10,549 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,898 | $91,474-12.7% | $135,982-41.2% | $71,529+11.7% |
| Participation rate | 99.4% | 75.7%+23.7pp | 81.9%+17.4pp | 67.9%+31.4pp |
| Annual return | 13.70% | 29.89%-16.2pp | 68.32%-54.6pp | 28.97%-15.3pp |
| Employer contribution / active EE | $6,452 | $3,705+74.1% | $4,859+32.8% | $2,590+149.1% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $297 | $1,267-76.6% | $10,767-97.2% | $1,588-81.3% |