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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,823 |
BONADIO & CO., LLP5+ years Filed as: BONADIO & CO LLP Service code 10 171 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $4,000 |
Filed as: PORTFOLIO EVALUATIONS INC Service code 29 15 INDEPENDENCE BLVD 4TH FLOOR · WARREN, NJ 07059 | Legal | $1,035 |
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 | $66,076 | $50,666+30.4% | $76,657-13.8% | $65,185+1.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 21.19% | 28.51%-7.3pp | 1166.74%-1145.5pp | 29.38%-8.2pp |
| Employer contribution / active EE | $2,993 | $1,575+90.0% | $2,303+30.0% | $2,177+37.5% |
| Participant deferral / active EE | $4,372 | $2,647+65.2% | $3,335+31.1% | $3,514+24.4% |
| Admin fee / account holder | $81 | $463-82.4% | $6,423-98.7% | $847-90.4% |