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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,163 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $13,974 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,993 | $46,332-61.2% | $143,799-87.5% | $64,819-72.2% |
| Participation rate | 40.1% | 64.2%-24.1pp | 80.3%-40.2pp | 71.5%-31.4pp |
| Annual return | -13.81% | -10.05%-3.8pp | -0.04%-13.8pp | 32.84%-46.7pp |
| Employer contribution / active EE | $670 | $1,911-64.9% | $4,952-86.5% | $2,507-73.3% |
| Participant deferral / active EE | $1,250 | $2,647-52.8% | $5,638-77.8% | $4,311-71.0% |
| Admin fee / account holder | $154 | $1540% | $14,677-99.0% | $188-18.1% |