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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $223,309 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 99 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Fees | $45,000 |
SAMET & COMPANY PC3 years Service code 10 1330 BOYLSTON ST · CHESTNUT HILL, MA 02467 | Accounting | $33,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,690 |
Filed as: THE HOWARD E NYHART CO INC Service code 13 8415 ALLISON POINTE BLVD STE 150 · INDIANAPOLIS, IN 46250 | Contract Administrator | $5,888 |
GOLDLEAF PARTNERS5 years Filed as: GOLDLEAF PARTNERS SERVICES INC DBA Service code 99 PO BOX 55757 · BOSTON, MA 02205 | Other Fees | $194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,607 | $104,165-74.5% | $96,139-72.3% | $106,520-75.0% |
| Participation rate | 1.6% | 31.3%-29.7pp | 68.4%-66.9pp | 71.3%-69.8pp |
| Annual return | 15.67% | 25.28%-9.6pp | 191.94%-176.3pp | 19.28%-3.6pp |
| Employer contribution / active EE | $14 | $599-97.7% | $2,797-99.5% | $2,840-99.5% |
| Participant deferral / active EE | $52 | $1,572-96.7% | $4,349-98.8% | $4,948-99.0% |
| Admin fee / account holder | $108 | $98+9.8% | $5,537-98.1% | $75+44.5% |