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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,802 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $6,923 |
VALMARK ADVISERS INC1 year Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $3,912 |
KELLY FINANCIAL, INC.4+ years Service code 13 | Contract Administrator | $3,611 |
KELLY FINANCIAL, INC.1 year Filed as: KELLY FINANCIAL INC Service code 13 120 E LAKESIDE STREET · MADISON, WI 53715 | Contract Administrator | $1,097 |
JOHNSON BANK1 year Filed as: JOHNSON FINANCIAL GROUP Service code 15 · EIN 39-1141446 | Recordkeeping | $100 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,907 | $42,548+12.6% | $74,551-35.7% | $56,289-14.9% |
| Participation rate | 48.6% | 60.5%-11.8pp | 69.1%-20.5pp | 69.9%-21.2pp |
| Annual return | -6.77% | 12.40%-19.2pp | 32.53%-39.3pp | -9.96%+3.2pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,762 | $2,277-22.6% | $3,108-43.3% | $3,350-47.4% |
| Admin fee / account holder | $593 | $467+27.0% | $5,059-88.3% | $521+13.9% |