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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,405 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $14,616 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $9,130 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,012 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,798 | $70,917-19.9% | $98,920-42.6% | $73,493-22.7% |
| Participation rate | 89.2% | 73.8%+15.3pp | 76.0%+13.1pp | 70.7%+18.5pp |
| Annual return | 14.74% | 34.18%-19.4pp | 196.47%-181.7pp | 28.51%-13.8pp |
| Employer contribution / active EE | $3,288 | $2,037+61.4% | $2,689+22.3% | $2,270+44.9% |
| Participant deferral / active EE | $7,840 | $3,501+123.9% | $4,245+84.7% | $3,740+109.6% |
| Admin fee / account holder | $319 | $535-40.3% | $6,643-95.2% | $513-37.8% |