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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,603 |
BARTLETT & CO1+ years Filed as: BARTLETT & CO. Service code 27 600 VINE STREET · CINCINNATI, OH 45202 | Advisory (Plan) | $28,219 |
WELL AND GOOD LLC1+ years Filed as: WELL FARGO ADVISORS, LLC Service code 27 401 S TRYON ST 11TH FL D1050-11 · CHARLOTTE, NC 28081 | Advisory (Plan) | $25,839 |
HOWARD SIMON & ASSOCIATES, INC.1+ years Filed as: THE HOWARD E NYHART CO INC Service code 13 · EIN 35-0966414 | Contract Administrator | $11,876 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $316 |
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 | $35,171 | $72,770-51.7% | $67,652-48.0% | $55,191-36.3% |
| Participation rate | 86.4% | 78.8%+7.6pp | 75.7%+10.8pp | 69.2%+17.3pp |
| Annual return | 0.82% | -3.26%+4.1pp | 6625.40%-6624.6pp | 10.78%-10.0pp |
| Employer contribution / active EE | $720 | $1,769-59.3% | $2,266-68.2% | $1,899-62.1% |
| Participant deferral / active EE | $2,040 | $3,408-40.2% | $3,560-42.7% | $3,046-33.0% |
| Admin fee / account holder | $83 | $79+5.4% | $4,821-98.3% | $91-8.5% |