Filed January 20, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,501 |
CETERA ADVISOR NETWORKS LLC4 years Service code 55 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $47,424 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY INC Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $17,496 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,290 | $41,617-65.7% | $84,628-83.1% | $77,775-81.6% |
| Participation rate | 25.8% | 45.0%-19.3pp | 68.2%-42.5pp | 73.2%-47.4pp |
| Annual return | 39.30% | 24.97%+14.3pp | 258.80%-219.5pp | 32.58%+6.7pp |
| Employer contribution / active EE | $499 | $1,061-52.9% | $2,653-81.2% | $2,504-80.1% |
| Participant deferral / active EE | $1,261 | $2,129-40.8% | $3,900-67.7% | $3,966-68.2% |
| Admin fee / account holder | $95 | $121-21.2% | $4,914-98.1% | $100-4.7% |