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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,703 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $9,850 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $760 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,005 | $63,314-47.9% | $91,004-63.7% | $62,293-47.0% |
| Participation rate | 81.5% | 73.3%+8.2pp | 75.6%+5.9pp | 69.5%+12.0pp |
| Annual return | 16.68% | 21.00%-4.3pp | 4.60%+12.1pp | 28.90%-12.2pp |
| Employer contribution / active EE | $2,946 | $1,807+63.0% | $2,456+20.0% | $2,042+44.3% |
| Participant deferral / active EE | $6,285 | $2,944+113.5% | $3,548+77.2% | $3,169+98.3% |
| Admin fee / account holder | $272 | $468-41.9% | $5,417-95.0% | $479-43.4% |