Filed January 30, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $151,738 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $4,780 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,487 | $69,305+88.3% | $82,312+58.5% | $69,631+87.4% |
| Participation rate | 99.7% | 80.3%+19.4pp | 76.9%+22.8pp | 70.7%+29.0pp |
| Annual return | 13.35% | 21.47%-8.1pp | 25.88%-12.5pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $3,165 | $1,887+67.8% | $2,428+30.3% | $2,032+55.7% |
| Participant deferral / active EE | $4,330 | $3,568+21.3% | $3,706+16.8% | $3,224+34.3% |
| Admin fee / account holder | $364 | $97+274.6% | $5,608-93.5% | $110+229.6% |