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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,106 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $10,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,148 | $58,726-2.7% | $142,898-60.0% | $85,851-33.4% |
| Participation rate | 68.5% | 58.5%+10.0pp | 72.0%-3.5pp | 69.3%-0.8pp |
| Annual return | 15.12% | 27.73%-12.6pp | 5639.64%-5624.5pp | 318.63%-303.5pp |
| Employer contribution / active EE | $2,164 | $1,424+52.0% | $4,146-47.8% | $2,565-15.7% |
| Participant deferral / active EE | $4,281 | $2,609+64.1% | $3,838+11.5% | $3,952+8.3% |
| Admin fee / account holder | $273 | $4,234-93.5% | $6,560-95.8% | $6,261-95.6% |