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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,080 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION SERVICES, LLC. Service code 13 2454 N. MCMULLEN BOOTH ROAD STE 431 · CLEARWATER, FL 33759 | Contract Administrator | $10,712 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC. Service code 99 4860 COLLEGE BLVD. STE 100 · LEAWOOD, KS 66211 | Other Fees | $4,363 |
Filed as: ADVISED ASSETS GROUP, LLC. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,138 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 55 1 NEW YORK PLAZA 12 FL · NEW YORK, NY 10004 | Other Commissions | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SVCS INS AGENCY, INC. Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,645 | $137,414-64.6% | $189,534-74.3% | $85,852-43.3% |
| Participation rate | 64.4% | 84.6%-20.2pp | 87.8%-23.4pp | 69.3%-5.0pp |
| Annual return | 0.00% | 38.14%-38.1pp | 555.39%-555.4pp | 318.66%-318.7pp |
| Employer contribution / active EE | $554 | $4,344-87.2% | $6,162-91.0% | $2,566-78.4% |
| Participant deferral / active EE | $1,285 | $6,260-79.5% | $8,220-84.4% | $3,952-67.5% |
| Admin fee / account holder | $6,954 | $8,630-19.4% | $12,049-42.3% | $6,261+11.1% |