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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,219 |
MITCHELL & TITUS, LLP2 years Filed as: MITCHELL & TITUS LLP Service code 10 ONE BATTERY PARK PLAZA 27TH FL · NEW YORK, NY 10004 | Accounting | $15,425 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 10 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Accounting | $13,779 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,568 |
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 | $0 | $176,402-100.0% | $134,162-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 78.7%-78.7pp | 72.2%-72.2pp | 82.0%-82.0pp |
| Annual return | 5.99% | 63.66%-57.7pp | 36.35%-30.4pp | 302.99%-297.0pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |