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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,340 |
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $10,461 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 207 WEST 25TH STEET 9TH FLOOR · NEW YORK, ND 10001 | Contract Administrator | $6,287 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,368 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $13,913 | $81,494-82.9% | $133,978-89.6% | $73,497-81.1% |
| Participation rate | 92.2% | 76.4%+15.8pp | 79.8%+12.3pp | 70.7%+21.5pp |
| Annual return | 11.48% | 19.40%-7.9pp | 45.10%-33.6pp | 28.51%-17.0pp |
| Employer contribution / active EE | $5,369 | $2,210+143.0% | $3,919+37.0% | $2,270+136.5% |
| Participant deferral / active EE | $810 | $3,787-78.6% | $5,047-84.0% | $3,740-78.3% |
| Admin fee / account holder | $97 | $713-86.4% | $8,930-98.9% | $513-81.1% |