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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $18,688 |
BAYSTATE FINANCIAL SERVICES, LLC1+ years Filed as: BAYSTATE FIDUCIARY ADVISORS, INC Service code 27 7 SAN CLEMENTE · MILFORD, MA 01757 | Advisory (Plan) | $12,375 |
BAYSTATE FINANCIAL SERVICES, LLC1+ years Filed as: BAYSTATE FIDUCAIARY ADVISORS, INC. Service code 27 | Advisory (Plan) | $2,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,902 | $72,177+39.8% | $115,038-12.3% | $59,633+69.2% |
| Participation rate | 95.1% | 72.6%+22.5pp | 81.4%+13.7pp | 68.7%+26.4pp |
| Annual return | -2.29% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $5,293 | $2,841+86.3% | $4,608+14.9% | $2,203+140.3% |
| Participant deferral / active EE | $11,263 | $4,783+135.5% | $6,026+86.9% | $3,192+252.9% |
| Admin fee / account holder | $331 | $4,927-93.3% | $8,175-95.9% | $4,297-92.3% |