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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $81,782 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $59,390 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $58,715 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $8,047 |
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 | $71,361 | $104,336-31.6% | $159,487-55.3% | $86,821-17.8% |
| Participation rate | 98.5% | 77.7%+20.8pp | 82.8%+15.6pp | 72.3%+26.2pp |
| Annual return | 15.22% | 26.32%-11.1pp | 263.71%-248.5pp | 97.94%-82.7pp |
| Employer contribution / active EE | $3,333 | $3,451-3.4% | $4,831-31.0% | $2,406+38.5% |
| Participant deferral / active EE | $7,285 | $6,837+6.5% | $7,354-0.9% | $4,132+76.3% |
| Admin fee / account holder | $466 | $172+170.8% | $10,804-95.7% | $170+175.0% |