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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,566 |
SECURITIES AMERICA INC4+ years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $34,594 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,990 | $47,977-12.5% | $154,108-72.8% | $56,289-25.4% |
| Participation rate | 93.3% | 66.2%+27.2pp | 83.0%+10.3pp | 69.9%+23.5pp |
| Annual return | -5.40% | 3.54%-8.9pp | 735.21%-740.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $3,060 | $2,169+41.1% | $5,298-42.2% | $2,111+44.9% |
| Participant deferral / active EE | $3,229 | $2,392+35.0% | $5,081-36.4% | $3,350-3.6% |
| Admin fee / account holder | $327 | $438-25.3% | $13,411-97.6% | $521-37.2% |