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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,090 |
BAKER TILLY US, LLP6 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $13,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,028 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,035 | $59,267-22.3% | $96,575-52.3% | $79,393-42.0% |
| Participation rate | 80.7% | 61.9%+18.8pp | 69.8%+10.9pp | 70.7%+10.0pp |
| Annual return | 13.86% | 27.08%-13.2pp | 37.79%-23.9pp | 116.87%-103.0pp |
| Employer contribution / active EE | $4,314 | $1,216+254.8% | $2,357+83.0% | $2,428+77.7% |
| Participant deferral / active EE | $15,482 | $2,947+425.3% | $3,849+302.3% | $4,046+282.7% |
| Admin fee / account holder | $283 | $659-57.1% | $6,182-95.4% | $627-54.9% |