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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,123 |
KORNERSTONE, INC.5+ years Filed as: KORNERSTONE INC DBA (K)ORNERSTONE 4 Service code 27 PO BOX 6189 · CHICO, CA 95927 | Advisory (Plan) | $49,841 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,244 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,874 | $104,336-40.7% | $159,474-61.2% | $86,821-28.7% |
| Participation rate | 92.7% | 77.7%+15.0pp | 82.8%+9.9pp | 72.3%+20.4pp |
| Annual return | 18.23% | 26.32%-8.1pp | 263.68%-245.5pp | 97.94%-79.7pp |
| Employer contribution / active EE | $1,611 | $3,451-53.3% | $4,831-66.7% | $2,406-33.1% |
| Participant deferral / active EE | $11,288 | $6,837+65.1% | $7,353+53.5% | $4,132+173.2% |
| Admin fee / account holder | $182 | $172+5.7% | $10,802-98.3% | $170+7.4% |