| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNTY CO Service code 14 · EIN 06-1050034 | Plan Administrator | $737,223 |
COMPUSYS OF COLORADO3+ years Service code 13 · EIN 84-0721304 | Contract Administrator | $284,288 |
BLAKE & UHLIG, P.A.2 years Service code 29 · EIN 48-0918231 | Legal | $115,560 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $93,652 |
Filed as: ASSET CONSULTING GROUP Service code 17 · EIN 26-0887580 | Pension Consulting | $68,750 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $12,500 |
H.G. SAND AND ASSOC.3+ years Filed as: H.G. SAND & ASSOCIATES Service code 10 PO BOX 68 · SUN RIVER, MT 59483 | Accounting | $10,580 |
Service code 49 · EIN 84-0367578 | Other Services | $6,800 |
Service code 49 · EIN 87-0204772 | Other Services | $6,732 |
WYOMING CHAPTER NECA1 year Service code 49 · EIN 83-0199932 | Other Services | $5,719 |
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.
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 | $33,696 | $112,134-70.0% | $149,721-77.5% | $80,976-58.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.1%+12.9pp | 68.3%+31.7pp |
| Annual return | 14.78% | 17.23%-2.5pp | 1501.67%-1486.9pp | 22.91%-8.1pp |
| Employer contribution / active EE | $1,981 | $3,991-50.4% | $5,444-63.6% | $2,402-17.5% |
| Participant deferral / active EE | $201 | $6,036-96.7% | $6,568-96.9% | $3,848-94.8% |
| Admin fee / account holder | $93 | $109-15.1% | $11,282-99.2% | $67+37.4% |