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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $43,927 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $32,851 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $95 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 | Shareholder Servicing | $0 |
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 | $124,221 | $85,135+45.9% | $98,920+25.6% | $73,415+69.2% |
| Participation rate | 96.3% | 81.1%+15.1pp | 76.0%+20.2pp | 72.2%+24.1pp |
| Annual return | 13.89% | 19.14%-5.2pp | 196.47%-182.6pp | 59.30%-45.4pp |
| Employer contribution / active EE | $5,029 | $2,721+84.8% | $2,689+87.0% | $2,234+125.1% |
| Participant deferral / active EE | $6,819 | $4,349+56.8% | $4,245+60.6% | $3,806+79.2% |
| Admin fee / account holder | $154 | $139+10.5% | $6,643-97.7% | $158-2.5% |