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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $167,220 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $26,184 |
Service code 10 · EIN 95-4345526 | Accounting | $14,605 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $772,278 | $56,551+1265.6% | $185,854+315.5% | $86,828+789.4% |
| Participation rate | 90.8% | 65.5%+25.3pp | 81.7%+9.1pp | 72.3%+18.5pp |
| Annual return | 17.19% | 118.23%-101.0pp | 122.12%-104.9pp | 97.95%-80.8pp |
| Employer contribution / active EE | $29,720 | $1,845+1510.9% | $5,169+475.0% | $2,406+1135.1% |
| Participant deferral / active EE | $15,421 | $2,556+503.4% | $5,569+176.9% | $4,132+273.2% |
| Admin fee / account holder | $588 | $150+292.6% | $16,246-96.4% | $170+246.5% |