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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,517 |
IPI WEALTH MANAGEMENT INC2 years Service code 27 226 WEST ELDORADO · DECATUR, IL 62522 | Advisory (Plan) | $12,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,902 | $56,540-47.1% | $185,851-83.9% | $86,821-65.6% |
| Participation rate | 39.5% | 65.5%-26.1pp | 81.7%-42.3pp | 72.3%-32.8pp |
| Annual return | 21.72% | 118.20%-96.5pp | 122.11%-100.4pp | 97.94%-76.2pp |
| Employer contribution / active EE | $1,291 | $1,844-30.0% | $5,168-75.0% | $2,406-46.3% |
| Participant deferral / active EE | $2,408 | $2,555-5.8% | $5,569-56.8% | $4,132-41.7% |
| Admin fee / account holder | $224 | $150+49.7% | $16,245-98.6% | $170+32.1% |