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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,201 |
PENSIONS PLUS, INC.3 years Service code 13 746 EAST WINCHESTER STREET · MURRAY, UT 84107 | Contract Administrator | $15,450 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,258 | $72,554-25.2% | $138,135-60.7% | $73,493-26.2% |
| Participation rate | 99.1% | 74.8%+24.3pp | 78.7%+20.4pp | 70.7%+28.4pp |
| Annual return | 9.50% | 17.50%-8.0pp | 20.51%-11.0pp | 28.51%-19.0pp |
| Employer contribution / active EE | $2,007 | $3,511-42.8% | $5,587-64.1% | $2,270-11.6% |
| Participant deferral / active EE | $4,061 | $4,908-17.3% | $6,431-36.9% | $3,740+8.6% |
| Admin fee / account holder | $150 | $464-67.6% | $11,856-98.7% | $513-70.7% |