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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,653 |
CARSON ADVISORY INC1 year Filed as: CARSON ALLARIA WEALTH MANAGEMENT Service code 27 2246 SOUTH ST RTE 157, SUITE 225 · GLEN CARBON, IL 62034 | Advisory (Plan) | $31,268 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 11701 BORMAN DR., SUITE 300 · ST. LOUIS, MO 63146 | Contract Administrator | $14,816 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,276 |
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 | $81,046 | $100,801-19.6% | $149,745-45.9% | $73,412+10.4% |
| Participation rate | 73.7% | 77.7%-4.0pp | 82.5%-8.8pp | 72.2%+1.5pp |
| Annual return | 20.85% | 265.34%-244.5pp | 276.72%-255.9pp | 59.30%-38.5pp |
| Employer contribution / active EE | $3,418 | $3,312+3.2% | $4,646-26.4% | $2,234+53.0% |
| Participant deferral / active EE | $5,814 | $6,404-9.2% | $6,843-15.0% | $3,806+52.8% |
| Admin fee / account holder | $286 | $181+58.1% | $9,312-96.9% | $158+81.0% |