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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF COLORADO5+ years Filed as: COMPUSYS OF COLORADO, INC. Service code 13 · EIN 84-0721304 | Contract Administrator | $54,051 |
STRATEGIC CAPITAL ADVISERS3 years Filed as: STRATEGIC CAPITAL ADVISERS, INC. Service code 28 · EIN 84-1522071 | Investment Management | $33,839 |
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $19,681 |
NEEDLES & ASSOCIATES, LLC5+ years Service code 10 · EIN 51-0435869 | Accounting | $19,338 |
PNC BANK, N.A.5+ years Filed as: BBVA COMPASS BANK Service code 65 2850 E. CAMELBACK RD., SUITE 140 · PHOENIX, AZ 85016 | Account Maintenance | $7,672 |
Service code 29 · EIN 91-1917286 | Legal | $3,777 |
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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 | $26,894-100.0% | $362,723-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 44.9%-44.9pp | 37.9%-37.9pp | 13.0%-13.0pp |
| Annual return | 16.49% | 10.76%+5.7pp | 10.56%+5.9pp | 13.59%+2.9pp |
| Employer contribution / active EE | $10,089 | $10,184-0.9% | $30,199-66.6% | $14,592-30.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $280-100.0% | $2,168-100.0% | $29,657-100.0% |