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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,454 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 55 311 S. WACKER DRIVE #6500 · CHICAGO, IL 60606 | Other Commissions | $25,053 |
PENSION ASSURANCE LLP3+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 99 10501 N. 2ND STREET · MACHESNEY PARK, IL 61115 | Other Fees | $10,109 |
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 | $53,013 | $52,639+0.7% | $185,117-71.4% | $62,293-14.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 19.09% | 19.57%-0.5pp | 40.50%-21.4pp | 28.90%-9.8pp |
| Employer contribution / active EE | $2,988 | $1,483+101.6% | $4,182-28.5% | $2,042+46.3% |
| Participant deferral / active EE | $3,720 | $3,097+20.1% | $5,045-26.3% | $3,169+17.4% |
| Admin fee / account holder | $201 | $374-46.3% | $8,159-97.5% | $479-58.1% |