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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,508 |
LABRUM WEALTH MANAGEMENT5+ years Service code 27 6128 INNOVATION WAY · CARLSBAD, CA 92009 | Advisory (Plan) | $23,724 |
ASCENSUS LLC1 year Filed as: ASCENSUS, INC. Service code 13 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Contract Administrator | $11,744 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,692 |
MARCUM LLP3 years Service code 10 ONE SE THIRD AVENUE · MIAMI, FL 33131 | Accounting | $0 |
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 | $84,954 | $63,114+34.6% | $92,915-8.6% | $65,186+30.3% |
| Participation rate | 79.7% | 68.8%+11.0pp | 76.0%+3.7pp | 70.2%+9.5pp |
| Annual return | 20.17% | 28.75%-8.6pp | 109.45%-89.3pp | 29.39%-9.2pp |
| Employer contribution / active EE | $8,644 | $2,571+236.3% | $3,653+136.6% | $2,177+297.1% |
| Participant deferral / active EE | $3,548 | $3,108+14.2% | $4,238-16.3% | $3,514+1.0% |
| Admin fee / account holder | $348 | $624-44.2% | $5,796-94.0% | $847-58.9% |