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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 6465 GREENWOOD PLAZA BLVD · CENTENNIAL, CO 80111 | Advisory (Plan) | $15,577 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,776 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $7,469 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $484 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,744 | $103,685-45.3% | $105,387-46.2% | $65,185-12.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 26.46% | 23.88%+2.6pp | 26.82%-0.4pp | 29.38%-2.9pp |
| Employer contribution / active EE | $5,970 | $3,842+55.4% | $4,213+41.7% | $2,177+174.3% |
| Participant deferral / active EE | $6,273 | $5,634+11.3% | $5,502+14.0% | $3,514+78.5% |
| Admin fee / account holder | $371 | $399-6.8% | $6,559-94.3% | $847-56.2% |