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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $542,922 |
LOCKTON INVESTMENT ADVISORS, LLC7+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $125,809 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,810 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,491 | $111,651-74.5% | $86,645-67.1% | $101,555-71.9% |
| Participation rate | 97.9% | 83.2%+14.7pp | 71.7%+26.3pp | 74.5%+23.4pp |
| Annual return | 14.07% | 19.55%-5.5pp | 63.52%-49.5pp | 21.00%-6.9pp |
| Employer contribution / active EE | $1,674 | $3,410-50.9% | $2,496-32.9% | $2,972-43.7% |
| Participant deferral / active EE | $2,552 | $4,831-47.2% | $3,700-31.0% | $4,874-47.6% |
| Admin fee / account holder | $69 | $79-12.6% | $5,830-98.8% | $139-50.4% |