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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF COLORADO7+ years Filed as: COMPUSYS OF COLORADO, INC. Service code 13 · EIN 84-0721304 | Contract Administrator | $54,000 |
STRATEGIC CAPITAL ADVISERS5 years Filed as: STRATEGIC CAPITAL ADVISERS, INC. Service code 28 · EIN 84-1522071 | Investment Management | $37,532 |
NEEDLES & ASSOCIATES, LLC7+ years Service code 10 · EIN 51-0435869 | Accounting | $23,299 |
MILLIMAN, INC.7+ years Service code 11 · EIN 91-0675641 | Actuarial | $22,668 |
Service code 29 · EIN 91-1917286 | Legal | $13,977 |
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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 | $60,528-100.0% | $201,582-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 23.6%-23.6pp | 8.4%-8.4pp |
| Annual return | 11.72% | 12.37%-0.6pp | 11.08%+0.6pp | 18.35%-6.6pp |
| Employer contribution / active EE | $7,645 | $8,964-14.7% | $28,418-73.1% | $14,669-47.9% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $658-100.0% | $6,559-100.0% | $9,141-100.0% |