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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $146,092 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $17,090 |
Service code 10 · EIN 95-4345526 | Accounting | $12,000 |
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 | $657,972 | $52,303+1158.0% | $178,510+268.6% | $73,415+796.2% |
| Participation rate | 88.0% | 65.3%+22.7pp | 81.9%+6.1pp | 72.2%+15.9pp |
| Annual return | 20.06% | 34.76%-14.7pp | 151.13%-131.1pp | 59.30%-39.2pp |
| Employer contribution / active EE | $26,841 | $1,737+1445.6% | $5,011+435.6% | $2,234+1101.6% |
| Participant deferral / active EE | $14,479 | $2,334+520.4% | $5,202+178.3% | $3,806+280.4% |
| Admin fee / account holder | $509 | $127+299.8% | $13,988-96.4% | $158+222.5% |