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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $162,473 |
Filed as: TAX SHELTERED COMPENSATION INC Service code 13 7300 METRO BLVD STE 450 · EDINA, MN 55439 | Contract Administrator | $39,762 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $30,000 |
Service code 13 7300 METRO BLVD #450 · EDINA, MN 55439 | Contract Administrator | $10,000 |
Service code 99 6011 WEST COURTYARD DR. SUITE 405 · AUSTIN, TX 78730 | Other Fees | $7,262 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,486 |
BMK SOLUTIONS3 years Service code 99 1220 5TH ST. SOUTH · HOPKINS, MN 55343 | Other Fees | $0 |
Filed as: PRINCIPAL SECURITIES Service code 55 711 HIGH ST. · DES MOINES, IA 50392 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,244 | $56,511-78.3% | $185,837-93.4% | $86,813-85.9% |
| Participation rate | 63.8% | 65.5%-1.7pp | 81.7%-17.9pp | 72.3%-8.5pp |
| Annual return | 12.02% | 118.12%-106.1pp | 122.08%-110.1pp | 97.93%-85.9pp |
| Employer contribution / active EE | $235 | $1,844-87.3% | $5,168-95.5% | $2,406-90.2% |
| Participant deferral / active EE | $3,119 | $2,554+22.1% | $5,568-44.0% | $4,131-24.5% |
| Admin fee / account holder | $223 | $150+49.1% | $16,241-98.6% | $170+31.6% |