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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $578,200 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $126,843 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,800 |
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 | $32,908 | $123,286-73.3% | $75,501-56.4% | $77,958-57.8% |
| Participation rate | 98.3% | 78.8%+19.6pp | 72.4%+26.0pp | 71.6%+26.7pp |
| Annual return | 32.29% | 20.45%+11.8pp | 27.35%+4.9pp | 20.87%+11.4pp |
| Employer contribution / active EE | $1,426 | $2,035-29.9% | $2,352-39.4% | $2,310-38.3% |
| Participant deferral / active EE | $1,967 | $3,095-36.5% | $3,142-37.4% | $3,537-44.4% |
| Admin fee / account holder | $43 | $144-70.5% | $5,801-99.3% | $97-56.4% |