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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,045 |
KLINE KEPPEL & KORYAK PC5 years Filed as: KLINE KEPPEL & KORYAK Service code 13 611 WILLIAM PENN PL STE 302 · PITTSBURGH, PA 15219 | Contract Administrator | $18,643 |
KLINE KEPPEL & KORYAK PC5 years Service code 13 | Contract Administrator | $10,000 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,066 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,755 | $185,342-73.2% | $111,306-55.3% | $86,821-42.7% |
| Participation rate | 76.8% | 81.0%-4.1pp | 77.3%-0.5pp | 72.3%+4.5pp |
| Annual return | 11.44% | 500.80%-489.4pp | 54.67%-43.2pp | 97.94%-86.5pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,732-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $3,479 | $4,458-22.0% | $4,488-22.5% | $4,132-15.8% |
| Admin fee / account holder | $20 | $255-92.0% | $7,966-99.7% | $170-87.9% |