| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNTY CO Service code 19 · EIN 06-1050034 | Securities Custodian | $523,486 |
COMPUSYS OF COLORADO1+ years Service code 13 · EIN 84-0721304 | Contract Administrator | $199,884 |
BLAKE & UHLIG, P.A.1+ years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 | Legal | $114,027 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $56,889 |
MARCO CONSULTING GROUP1+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $37,500 |
H.G. SAND AND ASSOC.1+ years Filed as: H.G. SAND & ASSOCIATES Service code 10 PO BOX 68 · SUN RIVER, MT 59483 | Accounting | $17,534 |
HERZFELD & PIOTROWSKI, LLP1+ years Service code 29 PO BOX 2864 · BOISE, ID 83701 | Legal | $9,642 |
BERENBAUM WEINSHIENK PC1+ years Service code 29 370 17TH ST STE 4800 · DENVER, CO 80202 | Legal | $8,889 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: MORTENSON & WYATT, LLC Service code 10 · EIN 52-9701556 | Accounting | $8,886 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,342 | $87,670-68.8% | $123,105-77.8% | $69,651-60.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 86.8%+13.2pp | 66.6%+33.4pp |
| Annual return | -2.50% | 3.10%-5.6pp | 13.22%-15.7pp | 53.77%-56.3pp |
| Employer contribution / active EE | $1,423 | $3,511-59.5% | $5,151-72.4% | $2,241-36.5% |
| Participant deferral / active EE | $151 | $5,412-97.2% | $6,229-97.6% | $3,635-95.9% |
| Admin fee / account holder | $71 | $94-24.2% | $9,014-99.2% | $63+12.8% |