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| Provider | Service type | Compensation |
|---|---|---|
WESTERN WEALTH MANAGEMENT2 years Service code 15 · EIN 46-2284939 | Recordkeeping | $28,162 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,474 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,770 | $98,766-46.6% | $149,730-64.8% | $79,852-33.9% |
| Participation rate | 89.4% | 75.8%+13.6pp | 82.5%+6.9pp | 69.6%+19.8pp |
| Annual return | 17.05% | 27.43%-10.4pp | 276.70%-259.7pp | 31.72%-14.7pp |
| Employer contribution / active EE | $5,088 | $3,217+58.2% | $4,645+9.5% | $2,471+105.9% |
| Participant deferral / active EE | $9,452 | $5,681+66.4% | $6,843+38.1% | $3,740+152.7% |
| Admin fee / account holder | $293 | $6,052-95.2% | $9,310-96.9% | $5,306-94.5% |