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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,298 |
SECURITIES AMERICA INC7+ years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 P.O. BOX 3683 · OMAHA, NE 68108 | Advisory (Plan) | $36,040 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W. 112TH ST. · OVERLAND PARKS, KS 66211 | Advisory (Plan) | $13,123 |
Filed as: CLARK SCHAEFER HACKETT & CO. Service code 13 10100 INNOVATION DRIVE · DAYTON, OH 45342 | Contract Administrator | $1,380 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $502 |
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 | $75,319 | $61,166+23.1% | $185,837-59.5% | $79,393-5.1% |
| Participation rate | 98.5% | 66.6%+31.9pp | 81.7%+16.8pp | 70.7%+27.8pp |
| Annual return | 12.71% | 19.45%-6.7pp | 122.08%-109.4pp | 116.87%-104.2pp |
| Employer contribution / active EE | $4,031 | $2,321+73.7% | $5,168-22.0% | $2,428+66.0% |
| Participant deferral / active EE | $4,241 | $2,789+52.1% | $5,568-23.8% | $4,046+4.8% |
| Admin fee / account holder | $476 | $710-33.0% | $16,241-97.1% | $627-24.0% |