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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF COLORADO1+ years Filed as: COMPUSYS OF COLORADO, INC. Service code 13 · EIN 84-0721304 | Contract Administrator | $54,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB ADVISORS Service code 27 518 17TH STREET · DENVER, CO 80220 | Advisory (Plan) | $37,926 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $23,347 |
NEEDLES & ASSOCIATES, LLC1+ years Service code 10 · EIN 51-0435869 | Accounting | $17,328 |
Filed as: SONG MONDRESS PLLC Service code 29 720 THIRD AVE, SUITE 1500 · SEATTLE, WA 98104 | Legal | $15,294 |
PNC BANK, N.A.1+ years Filed as: BBVA COMPASS BANK Service code 65 2850 E. CAMELBACK RD., STE 140 · PHOENIX, AZ 85016 | Account Maintenance | $6,511 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | -2.52% | -0.83%-1.7pp | -0.81%-1.7pp | -7.14%+4.6pp |
| Employer contribution / active EE | $5,612 | $16,035-65.0% | $38,425-85.4% | $14,613-61.6% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |