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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,953 |
PARK CAPITAL MANAGEMENT LLC5 years Service code 26 700 REGENT ST · MADISON, WI 53715 | Advisory (Participants) | $14,457 |
PREMIER RETIREMENT PARTNERS3 years Service code 13 8040 EXCELSIOR DRIVE · MADISON, WI 537172919 | Contract Administrator | $5,802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,753 | $56,540-56.2% | $185,849-86.7% | $86,821-71.5% |
| Participation rate | 19.8% | 65.5%-45.7pp | 81.7%-61.9pp | 72.3%-52.5pp |
| Annual return | 12.71% | 118.20%-105.5pp | 122.10%-109.4pp | 97.94%-85.2pp |
| Employer contribution / active EE | $42 | $1,844-97.7% | $5,169-99.2% | $2,406-98.3% |
| Participant deferral / active EE | $430 | $2,555-83.2% | $5,569-92.3% | $4,132-89.6% |
| Admin fee / account holder | $437 | $150+191.8% | $16,244-97.3% | $170+157.5% |