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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $103,622 |
MMA SECURITIES LLC3+ years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $54,505 |
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 | $69,324 | $65,223+6.3% | $80,022-13.4% | $55,725+24.4% |
| Participation rate | 98.8% | 80.6%+18.3pp | 75.8%+23.0pp | 70.9%+28.0pp |
| Annual return | 1.66% | 7.59%-5.9pp | 11.22%-9.6pp | 244.93%-243.3pp |
| Employer contribution / active EE | $7,808 | $2,544+206.9% | $2,468+216.4% | $2,078+275.7% |
| Participant deferral / active EE | $11,912 | $3,881+207.0% | $3,686+223.2% | $3,356+255.0% |
| Admin fee / account holder | $236 | $114+106.2% | $6,521-96.4% | $115+104.5% |