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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $32,490 |
AVANTAX INSURANCE AGENCY LLC1+ years Filed as: H D VEST INVESTMENT SECURITIES INC Service code 27 6333 N STATE HWY 161 4TH FL · IRVING, TX 75038 | Advisory (Plan) | $10,813 |
AVANTAX INSURANCE AGENCY LLC1+ years Filed as: HD VEST INVESTMENT SERVICES Service code 27 | Advisory (Plan) | $6,083 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,923 | $46,360-7.4% | $147,617-70.9% | $52,331-18.0% |
| Participation rate | 82.0% | 64.9%+17.1pp | 84.6%-2.6pp | 68.1%+13.9pp |
| Annual return | 2.66% | 1.62%+1.0pp | 61.98%-59.3pp | 4.54%-1.9pp |
| Employer contribution / active EE | $42 | $2,126-98.0% | $5,564-99.3% | $1,882-97.8% |
| Participant deferral / active EE | $1,997 | $2,258-11.5% | $4,895-59.2% | $3,022-33.9% |
| Admin fee / account holder | $316 | $766-58.7% | $11,612-97.3% | $592-46.6% |