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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,841 |
LABRUM WEALTH MANAGEMENT4+ years Service code 27 6128 INNOVATION WAY · CARLSBAD, CA 92009 | Advisory (Plan) | $28,153 |
MARCUM LLP2 years Service code 10 ONE SE THIRD AVE, 16TH FLOOR · MIAMI, FL 33131 | Accounting | $8,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,561 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: ASSOCIATES IN EXCELLENCE DBA CETERA Service code 13 2125 OAK GROVE RD., SUITE 105 · WALNUT CREEK, CA 94598 | Contract Administrator | $3,100 |
Filed as: POLYCOMP ADMINISTRATIVE SERVICES, I Service code 13 3000 LAVA RIDGE COURT, SUITE 130 · ROSEVILLE, CA 95661 | Contract Administrator | $280 |
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 | $74,206 | $55,449+33.8% | $83,831-11.5% | $56,289+31.8% |
| Participation rate | 89.8% | 68.0%+21.8pp | 76.1%+13.7pp | 69.9%+19.9pp |
| Annual return | -7.05% | -1.38%-5.7pp | 850.99%-858.0pp | -9.96%+2.9pp |
| Employer contribution / active EE | $10,881 | $2,430+347.7% | $3,631+199.7% | $2,111+415.4% |
| Participant deferral / active EE | $4,098 | $2,935+39.6% | $4,082+0.4% | $3,350+22.3% |
| Admin fee / account holder | $649 | $656-1.1% | $5,479-88.2% | $521+24.5% |