| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNTY CO Service code 14 · EIN 06-1050034 | Plan Administrator | $1,319,012 |
BLAKE & UHLIG, P.A.5 years Service code 29 · EIN 48-0918231 | Legal | $234,678 |
BENESYS, INC.1 year Service code 13 · EIN 38-2383171 | Contract Administrator | $196,938 |
ASSET STRATEGY CONSULTANTS2 years Filed as: ASSET CONSULTING GROUP, LLC Service code 17 · EIN 26-0887580 | Pension Consulting | $97,871 |
COMPUSYS OF COLORADO6+ years Service code 13 · EIN 84-0721304 | Contract Administrator | $75,051 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $67,466 |
IRON MOUNTAIN1 year Service code 49 · EIN 04-3038590 | Other Services | $7,923 |
ROCKY MOUNTAIN CHAPTER NECA4 years Service code 16 · EIN 84-0367578 | Consulting | $6,238 |
THE SEGAL COMPANY4 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 | $42,427 | $139,268-69.5% | $177,839-76.1% | $106,273-60.1% |
| Participation rate | 100.0% | 91.6%+8.4pp | 87.7%+12.3pp | 70.8%+29.2pp |
| Annual return | 14.10% | 17.20%-3.1pp | 48.33%-34.2pp | 21.70%-7.6pp |
| Employer contribution / active EE | $2,292 | $4,832-52.6% | $5,919-61.3% | $2,722-15.8% |
| Participant deferral / active EE | $268 | $7,227-96.3% | $7,714-96.5% | $4,601-94.2% |
| Admin fee / account holder | $114 | $97+17.7% | $12,432-99.1% | $78+45.4% |