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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $28,557 |
REILLY, PENNER & BENTON LLP3 years Filed as: REILLY PENNER & BENTON LLP Service code 10 · EIN 39-0747409 | Accounting | $6,200 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $56,200 | $70,917-20.8% | $98,920-43.2% | $73,497-23.5% |
| Participation rate | 95.4% | 73.8%+21.6pp | 76.0%+19.3pp | 70.7%+24.7pp |
| Annual return | 14.90% | 34.18%-19.3pp | 196.47%-181.6pp | 28.51%-13.6pp |
| Employer contribution / active EE | $2,033 | $2,037-0.2% | $2,689-24.4% | $2,270-10.4% |
| Participant deferral / active EE | $4,770 | $3,501+36.2% | $4,245+12.4% | $3,740+27.5% |
| Admin fee / account holder | $274 | $535-48.8% | $6,643-95.9% | $513-46.7% |