| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNTY CO Service code 14 · EIN 06-1050034 | Plan Administrator | $389,350 |
BENESYS, INC.2 years Service code 13 · EIN 38-2383171 | Contract Administrator | $278,184 |
BLAKE & UHLIG, P.A.6 years Service code 29 · EIN 48-0918231 | Legal | $153,621 |
Filed as: ASSET CONSULTING GROUP LLC Service code 17 · EIN 26-0887580 | Pension Consulting | $122,848 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $100,868 |
ROCKY MOUNTAIN CHAPTER NECA5 years Service code 15 · EIN 84-0367578 | Recordkeeping | $6,800 |
IRON MOUNTAIN1 year Filed as: IRON MOUNTAIN, INC. Service code 49 · EIN 23-2588479 | Other Services | $6,254 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 49 · EIN 31-0841368 | Other Services | $5,846 |
THE SEGAL COMPANY5 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 | $47,618 | $143,889-66.9% | $189,534-74.9% | $106,520-55.3% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 71.3%+28.7pp |
| Annual return | 16.05% | 17.38%-1.3pp | 555.39%-539.3pp | 19.28%-3.2pp |
| Employer contribution / active EE | $2,475 | $4,416-44.0% | $6,162-59.8% | $2,840-12.9% |
| Participant deferral / active EE | $306 | $7,575-96.0% | $8,220-96.3% | $4,948-93.8% |
| Admin fee / account holder | $133 | $98+35.0% | $12,049-98.9% | $75+78.0% |