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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,188 |
RSM US LLP1 year Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $10,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,435 | $66,528-72.3% | $86,625-78.7% | $86,821-78.8% |
| Participation rate | 75.6% | 72.4%+3.2pp | 71.6%+3.9pp | 72.3%+3.3pp |
| Annual return | 13.08% | 19.56%-6.5pp | 63.52%-50.4pp | 97.94%-84.9pp |
| Employer contribution / active EE | $1,233 | $2,007-38.6% | $2,496-50.6% | $2,406-48.7% |
| Participant deferral / active EE | $2,226 | $3,240-31.3% | $3,700-39.8% | $4,132-46.1% |
| Admin fee / account holder | $57 | $148-61.2% | $5,830-99.0% | $170-66.1% |