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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,038 |
GOLDMAN SACHS1 year Filed as: AVEO CAPITAL PARTNERS, LLC Service code 27 6400 S FIDDLERS GREEN CIR · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $13,095 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $499 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $192 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,036 | $80,753-61.6% | $136,297-77.2% | $62,293-50.2% |
| Participation rate | 74.8% | 73.5%+1.3pp | 81.9%-7.1pp | 69.5%+5.3pp |
| Annual return | 47.51% | 35.83%+11.7pp | 5156.16%-5108.6pp | 28.90%+18.6pp |
| Employer contribution / active EE | $2,390 | $2,884-17.1% | $4,696-49.1% | $2,042+17.0% |
| Participant deferral / active EE | $7,585 | $5,164+46.9% | $6,247+21.4% | $3,169+139.3% |
| Admin fee / account holder | $421 | $525-19.9% | $9,244-95.4% | $479-12.2% |