Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,903 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $24,580 |
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 | $59,577 | $93,182-36.1% | $146,685-59.4% | $79,393-25.0% |
| Participation rate | 99.1% | 76.4%+22.7pp | 80.1%+19.0pp | 70.7%+28.4pp |
| Annual return | 15.44% | 21.61%-6.2pp | 22.75%-7.3pp | 116.87%-101.4pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,473 | $4,169+7.3% | $5,507-18.8% | $4,046+10.6% |
| Admin fee / account holder | $352 | $585-39.8% | $10,281-96.6% | $627-43.8% |