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| 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 | $37,196+1060.2% | $154,111+180.0% | $55,725+674.4% |
| Participation rate | 88.1% | 64.1%+24.0pp | 83.0%+5.1pp | 70.9%+17.2pp |
| Annual return | -3.01% | 1319.68%-1322.7pp | 735.18%-738.2pp | 244.93%-247.9pp |
| Employer contribution / active EE | $26,437 | $1,614+1537.8% | $5,298+399.0% | $2,078+1172.1% |
| Participant deferral / active EE | $13,665 | $2,068+560.7% | $5,081+169.0% | $3,356+307.2% |
| Admin fee / account holder | $535 | $102+426.7% | $13,411-96.0% | $115+364.6% |