Filed June 26, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,636 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $39,055 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,973 | $37,196-30.2% | $154,108-83.1% | $55,725-53.4% |
| Participation rate | 97.9% | 64.1%+33.8pp | 83.0%+14.8pp | 70.9%+27.0pp |
| Annual return | -1.34% | 1319.68%-1321.0pp | 735.21%-736.5pp | 244.93%-246.3pp |
| Employer contribution / active EE | $2,100 | $1,614+30.1% | $5,298-60.3% | $2,078+1.1% |
| Participant deferral / active EE | $2,850 | $2,068+37.8% | $5,081-43.9% | $3,356-15.1% |
| Admin fee / account holder | $241 | $102+136.9% | $13,411-98.2% | $115+108.9% |