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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,520 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $18,447 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,324 |
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 | $46,079 | $66,319-30.5% | $93,614-50.8% | $65,185-29.3% |
| Participation rate | 89.2% | 74.0%+15.2pp | 75.8%+13.4pp | 70.2%+19.0pp |
| Annual return | 26.83% | 42.59%-15.8pp | 32.76%-5.9pp | 29.38%-2.6pp |
| Employer contribution / active EE | $3,405 | $2,013+69.2% | $2,718+25.3% | $2,177+56.4% |
| Participant deferral / active EE | $7,778 | $3,343+132.7% | $4,069+91.2% | $3,514+121.4% |
| Admin fee / account holder | $258 | $6,900-96.3% | $7,889-96.7% | $847-69.6% |