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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,216 |
CARSON ADVISORY INC2 years Filed as: CARSON ALLARIA WEALTH MANAGEMENT Service code 27 2246 SOUTH ST RTE 157, SUITE 225 · GLEN CARBON, IL 62034 | Advisory (Plan) | $45,083 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 11701 BORMAN DR, SUITE 300 · SAINT LOUIS, MO 63146 | Contract Administrator | $14,112 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,007 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,485 | $104,336-20.0% | $159,474-47.6% | $86,821-3.8% |
| Participation rate | 77.3% | 77.7%-0.4pp | 82.8%-5.5pp | 72.3%+5.0pp |
| Annual return | 18.64% | 26.32%-7.7pp | 263.68%-245.0pp | 97.94%-79.3pp |
| Employer contribution / active EE | $3,614 | $3,451+4.7% | $4,831-25.2% | $2,406+50.2% |
| Participant deferral / active EE | $6,246 | $6,837-8.6% | $7,353-15.1% | $4,132+51.2% |
| Admin fee / account holder | $381 | $172+121.1% | $10,802-96.5% | $170+124.6% |