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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $161,618 |
Service code 10 · EIN 95-4345526 | Accounting | $24,015 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $14,130 |
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 | $544,547 | $62,941+765.2% | $172,757+215.2% | $67,584+705.7% |
| Participation rate | 88.3% | 64.5%+23.8pp | 82.6%+5.6pp | 71.3%+17.0pp |
| Annual return | 20.66% | 30.36%-9.7pp | 803.06%-782.4pp | 378.59%-357.9pp |
| Employer contribution / active EE | $26,477 | $1,636+1517.9% | $5,144+414.7% | $2,148+1132.7% |
| Participant deferral / active EE | $14,353 | $2,145+569.0% | $5,198+176.1% | $3,540+305.5% |
| Admin fee / account holder | $603 | $167+261.7% | $13,956-95.7% | $142+323.6% |