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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,921 |
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $12,298 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,265 | $105,198-4.7% | $159,455-37.1% | $85,856+16.8% |
| Participation rate | 82.4% | 75.8%+6.6pp | 82.8%-0.5pp | 69.3%+13.0pp |
| Annual return | 18.19% | 45.08%-26.9pp | 263.63%-245.4pp | 318.58%-300.4pp |
| Employer contribution / active EE | $8,571 | $3,319+158.3% | $4,830+77.5% | $2,565+234.1% |
| Participant deferral / active EE | $9,386 | $5,946+57.9% | $7,353+27.6% | $3,952+137.5% |
| Admin fee / account holder | $264 | $6,934-96.2% | $10,800-97.6% | $6,261-95.8% |