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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,109 |
PORTFOLIO EVALUATIONS, INC.4+ years Service code 27 15 INDEPENDENCE BLVD 4TH FLOOR · WARREN, NJ 07059 | Advisory (Plan) | $1,000 |
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 | $49,755 | $43,504+14.4% | $68,612-27.5% | $56,287-11.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | -5.35% | -3.15%-2.2pp | -4.63%-0.7pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,922 | $1,525+91.5% | $2,625+11.3% | $2,111+38.4% |
| Participant deferral / active EE | $3,606 | $2,509+43.7% | $3,311+8.9% | $3,350+7.6% |
| Admin fee / account holder | $63 | $515-87.8% | $5,131-98.8% | $521-88.0% |