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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,295 |
MMA SECURITIES LLC2+ years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $36,805 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,307 | $75,284-27.9% | $91,004-40.3% | $69,631-22.0% |
| Participation rate | 99.5% | 80.4%+19.1pp | 75.6%+23.9pp | 70.7%+28.8pp |
| Annual return | 41.46% | 48.40%-6.9pp | 4.60%+36.9pp | 27571.02%-27529.6pp |
| Employer contribution / active EE | $8,058 | $2,473+225.9% | $2,456+228.1% | $2,032+296.5% |
| Participant deferral / active EE | $11,551 | $3,700+212.2% | $3,548+225.6% | $3,224+258.3% |
| Admin fee / account holder | $139 | $111+26.1% | $5,417-97.4% | $110+26.2% |