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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,219 |
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $20,032 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,933 | $65,118-86.3% | $76,766-88.4% | $55,725-84.0% |
| Participation rate | 83.9% | 79.6%+4.3pp | 77.0%+6.9pp | 70.9%+13.0pp |
| Annual return | -5.92% | -1.27%-4.7pp | 2.43%-8.3pp | 244.93%-250.8pp |
| Employer contribution / active EE | $635 | $1,941-67.3% | $2,485-74.4% | $2,078-69.4% |
| Participant deferral / active EE | $1,843 | $3,688-50.0% | $3,851-52.2% | $3,356-45.1% |
| Admin fee / account holder | $110 | $116-4.9% | $6,675-98.3% | $115-4.3% |