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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,801 |
Filed as: FIDUCIARY ADVISORS INC Service code 27 12813 FLUSHING MEADOWS DR · ST LOUIS, MO 63131 | Advisory (Plan) | $30,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,830 |
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 | $106,832 | $55,790+91.5% | $76,667+39.3% | $67,582+58.1% |
| Participation rate | 95.4% | 71.1%+24.3pp | 72.1%+23.3pp | 71.3%+24.1pp |
| Annual return | 22.93% | 64.45%-41.5pp | 1166.74%-1143.8pp | 378.57%-355.6pp |
| Employer contribution / active EE | $3,473 | $1,810+91.9% | $2,303+50.8% | $2,148+61.7% |
| Participant deferral / active EE | $6,382 | $2,875+122.0% | $3,336+91.3% | $3,539+80.3% |
| Admin fee / account holder | $153 | $159-3.7% | $6,423-97.6% | $142+7.7% |