| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNTY CO Service code 14 · EIN 06-1050034 | Plan Administrator | $1,494,943 |
COMPUSYS OF COLORADO5+ years Service code 13 · EIN 84-0721304 | Contract Administrator | $294,318 |
BLAKE & UHLIG, P.A.4 years Service code 29 · EIN 48-0918231 | Legal | $242,644 |
Filed as: ASSET CONSULTING GROUP, LLC Service code 17 · EIN 26-0887580 | Pension Consulting | $75,000 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $69,037 |
ROCKY MOUNTAIN CHAPTER NECA3 years Service code 16 · EIN 84-0367578 | Consulting | $6,800 |
THE SEGAL COMPANY3 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.
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 | $37,886 | $121,259-68.8% | $162,185-76.6% | $89,609-57.7% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.6%+12.4pp | 69.6%+30.4pp |
| Annual return | 21.57% | 22.23%-0.7pp | 115.61%-94.0pp | 33.65%-12.1pp |
| Employer contribution / active EE | $2,348 | $4,435-47.1% | $5,613-58.2% | $2,584-9.2% |
| Participant deferral / active EE | $247 | $6,620-96.3% | $7,297-96.6% | $4,222-94.1% |
| Admin fee / account holder | $128 | $101+27.3% | $10,844-98.8% | $72+79.2% |