| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNTY CO Service code 14 · EIN 06-1050034 | Plan Administrator | $552,789 |
BENESYS, INC.4 years Service code 13 · EIN 38-2383171 | Contract Administrator | $280,594 |
BLAKE & UHLIG, P.A.8 years Service code 29 · EIN 48-0918231 | Legal | $155,901 |
ASSET STRATEGY CONSULTANTS3 years Filed as: ASSET CONSULTING GROUP LLC Service code 17 · EIN 26-0887580 | Pension Consulting | $150,000 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $123,432 |
SMART SOURCE LLC2 years Filed as: SMART SOURCE, LLC Service code 49 · EIN 30-0830429 | Other Services | $93,338 |
IRON MOUNTAIN4 years Service code 49 2 SUN COURT · NORCROSS, GA 30092 | Other Services | $23,802 |
US BANK3 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 49 · EIN 31-0841368 | Other Services | $21,403 |
ROCKY MOUNTAIN CHAPTER NECA7 years Service code 15 · EIN 84-0367578 | Recordkeeping | $6,545 |
THE SEGAL COMPANY7 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 | $43,972 | $135,240-67.5% | $170,055-74.1% | $96,393-54.4% |
| Participation rate | 100.0% | 86.5%+13.5pp | 87.0%+13.0pp | 71.3%+28.7pp |
| Annual return | 15.71% | 22.04%-6.3pp | 53.43%-37.7pp | 22.88%-7.2pp |
| Employer contribution / active EE | $2,425 | $5,029-51.8% | $6,790-64.3% | $3,239-25.1% |
| Participant deferral / active EE | $303 | $8,138-96.3% | $10,410-97.1% | $5,455-94.4% |
| Admin fee / account holder | $132 | $85+55.5% | $12,828-99.0% | $74+78.8% |