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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,189 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 13 1100 SUPERIOR AVE, STE 1700 · CLEVELAND, OH 44114 | Contract Administrator | $37,912 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,548 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY, BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $6,350 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,796 | $78,275-69.6% | $109,173-78.2% | $86,821-72.6% |
| Participation rate | 90.0% | 73.8%+16.1pp | 75.9%+14.1pp | 72.3%+17.7pp |
| Annual return | 11.82% | 19.14%-7.3pp | 25.75%-13.9pp | 97.94%-86.1pp |
| Employer contribution / active EE | $427 | $3,105-86.3% | $3,723-88.5% | $2,406-82.3% |
| Participant deferral / active EE | $2,530 | $3,641-30.5% | $4,654-45.6% | $4,132-38.8% |
| Admin fee / account holder | $166 | $198-16.5% | $6,755-97.5% | $170-2.3% |