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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,432 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $2,413 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $74 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,448 | $77,660-53.1% | $109,143-66.6% | $79,386-54.1% |
| Participation rate | 23.9% | 67.8%-43.9pp | 75.9%-51.9pp | 70.7%-46.8pp |
| Annual return | 9.45% | 23.44%-14.0pp | 25.75%-16.3pp | 116.85%-107.4pp |
| Employer contribution / active EE | $824 | $2,797-70.5% | $3,722-77.9% | $2,427-66.0% |
| Participant deferral / active EE | $1,863 | $3,518-47.0% | $4,653-60.0% | $4,046-54.0% |
| Admin fee / account holder | $144 | $732-80.4% | $6,752-97.9% | $626-77.1% |