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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,854 |
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $6,100 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,530 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: ASSOCIATES IN EXCELLENCE DBA CETERA Service code 13 2125 OAK GROVE ROAD STE 105 · WALNUT CREEK, CA 94598 | Contract Administrator | $2,365 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 207 WEST 25TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Contract Administrator | $1,746 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,949 | $86,341-88.5% | $125,195-92.1% | $65,186-84.7% |
| Participation rate | 94.3% | 75.3%+19.0pp | 79.8%+14.5pp | 70.2%+24.1pp |
| Annual return | 21.69% | 27.44%-5.7pp | 43.79%-22.1pp | 29.39%-7.7pp |
| Employer contribution / active EE | $3,995 | $2,040+95.9% | $3,866+3.3% | $2,177+83.5% |
| Participant deferral / active EE | $618 | $3,538-82.5% | $4,937-87.5% | $3,514-82.4% |
| Admin fee / account holder | $64 | $609-89.4% | $9,704-99.3% | $847-92.4% |