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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,294 |
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX INVESTMENT SERVICES INC DBA Service code 55 3200 OLYMPUS BLVD STE 100 · DALLAS, TX 75019 | Other Commissions | $7,814 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $5,495 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $3,713 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,152 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,256 | $86,298+15.0% | $111,308-10.8% | $85,847+15.6% |
| Participation rate | 81.3% | 73.3%+7.9pp | 77.3%+3.9pp | 69.3%+11.9pp |
| Annual return | 5.51% | 19.99%-14.5pp | 54.67%-49.2pp | 318.61%-313.1pp |
| Employer contribution / active EE | $1,577 | $2,044-22.8% | $2,732-42.3% | $2,565-38.5% |
| Participant deferral / active EE | $2,951 | $3,641-19.0% | $4,487-34.2% | $3,952-25.3% |
| Admin fee / account holder | $353 | $8,189-95.7% | $7,965-95.6% | $6,261-94.4% |