| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNTY CO Service code 14 · EIN 06-1050034 | Plan Administrator | $524,661 |
BENESYS, INC.3 years Service code 13 · EIN 38-2383171 | Contract Administrator | $272,409 |
BLAKE & UHLIG, P.A.7 years Service code 29 · EIN 48-0918231 | Legal | $157,230 |
ASSET STRATEGY CONSULTANTS2 years Filed as: ASSET CONSULTING GROUP LLC Service code 17 · EIN 26-0887580 | Pension Consulting | $147,848 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $105,131 |
SMART SOURCE LLC1 year Filed as: SMART SOURCE, LLC Service code 49 · EIN 30-0830429 | Other Services | $33,178 |
US BANK2 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 49 · EIN 31-0841368 | Other Services | $19,948 |
Filed as: PRESTIGE PRINTING & GRAPHICS Service code 49 · EIN 83-8018068 | Other Services | $8,089 |
ROCKY MOUNTAIN CHAPTER NECA6 years Service code 15 · EIN 84-0367578 | Recordkeeping | $7,083 |
THE SEGAL COMPANY6 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 | $39,221 | $118,441-66.9% | $151,634-74.1% | $89,433-56.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 71.3%+28.7pp |
| Annual return | -14.36% | -9.10%-5.3pp | 3.32%-17.7pp | -11.88%-2.5pp |
| Employer contribution / active EE | $2,468 | $4,770-48.3% | $6,165-60.0% | $3,021-18.3% |
| Participant deferral / active EE | $309 | $7,648-96.0% | $8,363-96.3% | $5,125-94.0% |
| Admin fee / account holder | $117 | $90+31.0% | $11,614-99.0% | $79+47.9% |