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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $263,922 |
PRIME SOLUTIONS ADVISORS LLC3+ years Service code 27 1910 COCHRAN RD. MANOR OAK 1 · PITTSBURGH, PA 15220 | Advisory (Plan) | $85,000 |
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 | $96,001 | $65,292+47.0% | $71,671+33.9% | $77,958+23.1% |
| Participation rate | 74.0% | 67.4%+6.6pp | 68.7%+5.2pp | 71.6%+2.3pp |
| Annual return | 17.46% | 21.25%-3.8pp | 20.65%-3.2pp | 20.87%-3.4pp |
| Employer contribution / active EE | $2,189 | $2,085+5.0% | $2,460-11.0% | $2,310-5.2% |
| Participant deferral / active EE | $3,465 | $3,008+15.2% | $3,438+0.8% | $3,537-2.0% |
| Admin fee / account holder | $102 | $84+21.1% | $5,558-98.2% | $97+5.1% |