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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,410 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $58,992 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $11,539 |
DAY SECKLER LLP3 years Service code 10 300 WESTAGE BUSINESS CENTER DR · FISHKILL, NY 12524 | Accounting | $10,500 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,817 | $54,045+101.3% | $115,167-5.5% | $65,186+66.9% |
| Participation rate | 96.7% | 63.5%+33.2pp | 75.9%+20.8pp | 70.2%+26.5pp |
| Annual return | 20.35% | 26.55%-6.2pp | 35.60%-15.3pp | 29.39%-9.0pp |
| Employer contribution / active EE | $3,516 | $1,653+112.7% | $3,179+10.6% | $2,177+61.5% |
| Participant deferral / active EE | $5,043 | $2,504+101.4% | $4,169+21.0% | $3,514+43.5% |
| Admin fee / account holder | $298 | $626-52.4% | $7,089-95.8% | $847-64.9% |