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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF COLORADO4+ years Filed as: COMPUSYS OF COLORADO, INC. Service code 13 · EIN 84-0721304 | Contract Administrator | $54,000 |
STRATEGIC CAPITAL ADVISERS2 years Filed as: STRATEGIC CAPITAL ADVISERS, INC. Service code 28 · EIN 84-1522071 | Investment Management | $35,929 |
NEEDLES & ASSOCIATES, LLC4+ years Service code 10 · EIN 51-0435869 | Accounting | $29,568 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $22,723 |
PNC BANK, N.A.4+ years Filed as: BBVA COMPASS BANK Service code 65 2850 E. CAMELBACK RD., STE 140 · PHOENIX, AZ 85016 | Account Maintenance | $7,672 |
Service code 29 · EIN 91-1917286 | Legal | $7,474 |
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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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -4.99% | -1.56%-3.4pp | -2.18%-2.8pp | 10.56%-15.6pp |
| Employer contribution / active EE | $9,717 | $15,244-36.3% | $38,751-74.9% | $13,643-28.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |