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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,197 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 55 | Other Commissions | $30,221 |
Service code 13 2929 ARCH STREET, SUITE 600 · PHILADELPHIA, PA 19104 | Contract Administrator | $12,100 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $8,433 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,930 | $46,173+164.1% | $170,435-28.5% | $69,631+75.1% |
| Participation rate | 91.2% | 63.9%+27.3pp | 83.6%+7.6pp | 70.7%+20.5pp |
| Annual return | 15.25% | 21.62%-6.4pp | 205.94%-190.7pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $5,687 | $1,610+253.3% | $5,432+4.7% | $2,032+179.9% |
| Participant deferral / active EE | $3,308 | $2,080+59.0% | $4,939-33.0% | $3,224+2.6% |
| Admin fee / account holder | $414 | $116+257.4% | $13,881-97.0% | $110+275.3% |