| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNTY CO Service code 14 · EIN 06-1050034 | Plan Administrator | $726,865 |
COMPUSYS OF COLORADO2+ years Service code 13 · EIN 84-0721304 | Contract Administrator | $290,822 |
BLAKE & UHLIG, P.A.1 year Service code 29 · EIN 48-0918231 | Legal | $145,521 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $141,492 |
MARCO CONSULTING GROUP1 year Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $50,000 |
H.G. SAND AND ASSOC.2+ years Filed as: H.G. SAND & ASSOCIATES Service code 10 PO BOX 68 · SUN RIVER, MT 59483 | Accounting | $22,449 |
BERENBAUM WEINSHIENK PC1 year Filed as: BERENBAUM WEINSHIENK P.C. Service code 29 · EIN 84-1075194 | Legal | $5,930 |
Participant contribution per participant 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 | $29,241 | $93,756-68.8% | $133,975-78.2% | $329,111-91.1% |
| Participation rate | 100.0% | 89.7%+10.3pp | 87.1%+12.9pp | 67.9%+32.1pp |
| Annual return | 7.45% | 20.33%-12.9pp | 29.29%-21.8pp | 16.35%-8.9pp |
| Employer contribution / active EE | $1,845 | $3,619-49.0% | $5,211-64.6% | $2,303-19.9% |
| Participant deferral / active EE | $199 | $5,685-96.5% | $6,282-96.8% | $3,682-94.6% |
| Admin fee / account holder | $91 | $90+1.8% | $9,324-99.0% | $754-87.9% |