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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $11,249 |
BONADIO & CO., LLP2+ years Filed as: BONADIO & CO LLP Service code 10 171 SULLY'S TRAIL STE 201 · PITTSFORD, NY 14534 | Accounting | $9,700 |
PORTFOLIO EVALUATIONS, INC.2+ years Service code 27 15 INDEPENDENCE BLVD 4TH FLOOR · WARREN, NJ 07059 | Advisory (Plan) | $906 |
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 | $43,444 | $46,072-5.7% | $69,779-37.7% | $55,167-21.3% |
| Participation rate | 99.1% | 67.5%+31.6pp | 71.8%+27.3pp | 69.0%+30.1pp |
| Annual return | 7.13% | 8.68%-1.5pp | 12.99%-5.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $3,032 | $1,500+102.1% | $2,338+29.6% | $1,963+54.5% |
| Participant deferral / active EE | $3,241 | $2,344+38.3% | $2,931+10.6% | $3,054+6.1% |
| Admin fee / account holder | $89 | $428-79.2% | $4,381-98.0% | $504-82.4% |