| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTAL RET INS & ANNTY CO Service code 14 · EIN 06-1050034 | Plan Administrator | $787,746 |
COMPUSYS OF COLORADO4+ years Service code 13 · EIN 84-0721304 | Contract Administrator | $288,549 |
BLAKE & UHLIG, P.A.3 years Service code 29 · EIN 48-0918231 | Legal | $175,534 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $107,277 |
ASSET STRATEGY CONSULTANTS2 years Filed as: ASSET CONSULTING GROUP Service code 17 · EIN 26-0887580 | Pension Consulting | $75,000 |
SPENCER FANE LLP1 year Service code 29 · EIN 44-0561981 | Legal | $9,870 |
ROCKY MOUNTAIN CHAPTER NECA2 years Service code 16 · EIN 84-0367578 | Consulting | $6,800 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SVCS, INC. Service code 53 · EIN 46-0619194 | Insurance Commissions | $0 |
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 | $32,151 | $96,381-66.6% | $140,019-77.0% | $73,367-56.2% |
| Participation rate | 100.0% | 90.1%+9.9pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | -4.55% | -4.30%-0.3pp | 651.19%-655.7pp | 173.45%-178.0pp |
| Employer contribution / active EE | $2,221 | $4,168-46.7% | $5,605-60.4% | $2,499-11.1% |
| Participant deferral / active EE | $224 | $6,186-96.4% | $6,927-96.8% | $4,033-94.4% |
| Admin fee / account holder | $95 | $100-4.6% | $10,705-99.1% | $68+39.4% |