Filed September 17, 2026 (most recent of 2 filings on file)
Total covered: 27 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,026 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $29,167 |
WISS & COMPANY, LLP1 year Service code 10 100 CAMPUS DR STE 400 · FLORHAM PARK, NJ 07932 | Accounting | $21,852 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $87,186 | $63,764+36.7% | $81,930+6.4% | $79,858+9.2% |
| Participation rate | 92.3% | 67.5%+24.8pp | 72.0%+20.3pp | 69.6%+22.7pp |
| Annual return | 7.46% | 22.66%-15.2pp | 29.49%-22.0pp | 31.71%-24.3pp |
| Employer contribution / active EE | $2,774 | $1,795+54.5% | $4,310-35.6% | $2,471+12.3% |
| Participant deferral / active EE | $6,473 | $2,780+132.8% | $7,107-8.9% | $3,740+73.1% |
| Admin fee / account holder | $713 | $4,426-83.9% | $5,158-86.2% | $5,306-86.6% |