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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,423 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $5,552 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,564 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 10 5707 SW PKWY · AUSTIN, TX 78735 | Accounting | $1,397 |
BLUE CHIP RETIREMENT PLANS, INC.3+ years Service code 13 6737 WEST WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,053 | $46,966-25.4% | $185,117-81.1% | $69,631-49.7% |
| Participation rate | 36.1% | 65.3%-29.1pp | 77.3%-41.1pp | 70.7%-34.6pp |
| Annual return | 26.31% | 22.36%+3.9pp | 40.50%-14.2pp | 27571.02%-27544.7pp |
| Employer contribution / active EE | $810 | $1,360-40.5% | $4,182-80.6% | $2,032-60.1% |
| Participant deferral / active EE | $1,690 | $3,017-44.0% | $5,045-66.5% | $3,224-47.6% |
| Admin fee / account holder | $252 | $94+168.9% | $8,159-96.9% | $110+128.5% |