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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,701 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $28,625 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $824 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,159 | $77,677-45.7% | $109,173-61.4% | $79,391-46.9% |
| Participation rate | 91.2% | 67.8%+23.4pp | 75.9%+15.3pp | 70.7%+20.5pp |
| Annual return | 18.60% | 23.44%-4.8pp | 25.75%-7.2pp | 116.88%-98.3pp |
| Employer contribution / active EE | $977 | $2,798-65.1% | $3,723-73.8% | $2,428-59.8% |
| Participant deferral / active EE | $5,016 | $3,517+42.6% | $4,654+7.8% | $4,046+24.0% |
| Admin fee / account holder | $297 | $732-59.4% | $6,755-95.6% | $627-52.5% |