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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $336,836 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $64,200 |
Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $60,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,378 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,278 | $48,406+30.7% | $104,656-39.5% | $90,274-29.9% |
| Participation rate | 94.4% | 64.3%+30.2pp | 74.1%+20.4pp | 73.4%+21.1pp |
| Annual return | 19.23% | 18.72%+0.5pp | 340.70%-321.5pp | 53.97%-34.7pp |
| Employer contribution / active EE | $2,396 | $1,115+115.0% | $2,682-10.7% | $2,523-5.1% |
| Participant deferral / active EE | $8,024 | $2,436+229.4% | $3,738+114.7% | $4,231+89.7% |
| Admin fee / account holder | $97 | $76+27.7% | $6,466-98.5% | $114-15.1% |