Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $142,968 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $23,045 |
Service code 10 · EIN 95-4345526 | Accounting | $10,032 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $431,552 | $37,203+1060.0% | $154,110+180.0% | $55,727+674.4% |
| Participation rate | 88.1% | 64.1%+24.0pp | 83.0%+5.1pp | 70.9%+17.2pp |
| Annual return | -3.01% | 1320.03%-1323.0pp | 735.22%-738.2pp | 244.94%-247.9pp |
| Employer contribution / active EE | $26,437 | $1,614+1537.5% | $5,298+399.0% | $2,078+1172.1% |
| Participant deferral / active EE | $13,665 | $2,069+560.6% | $5,081+169.0% | $3,356+307.2% |
| Admin fee / account holder | $535 | $102+426.5% | $13,412-96.0% | $115+364.5% |