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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $167,898 |
KPMG LLP5+ years Service code 99 PO BOX 120608 · DALLAS, TX 753120608 | Other Fees | $18,500 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 20 GLOVER AVE · NORWALK, CT 06850 | Advisory (Plan) | $7,562 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,383 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $1,298 |
Filed as: QDRO CONSULTANTS CO LLC Service code 10 3071 PEARL ROAD · MEDINA, OH 44256 | Accounting | $900 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 | Securities brokerage | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $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 | $113,626 | $105,173+8.0% | $87,102+30.5% | $77,775+46.1% |
| Participation rate | 97.2% | 85.8%+11.4pp | 76.9%+20.3pp | 73.2%+23.9pp |
| Annual return | 16.99% | 24.52%-7.5pp | 28.19%-11.2pp | 32.58%-15.6pp |
| Employer contribution / active EE | $3,879 | $2,890+34.2% | $2,521+53.8% | $2,504+54.9% |
| Participant deferral / active EE | $8,345 | $5,048+65.3% | $4,048+106.1% | $3,966+110.4% |
| Admin fee / account holder | $99 | $105-5.4% | $7,493-98.7% | $100-1.2% |