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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,775 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $17,306 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,750 | $73,638+6.9% | $95,960-17.9% | $73,493+7.2% |
| Participation rate | 77.6% | 76.2%+1.4pp | 77.1%+0.5pp | 70.7%+6.9pp |
| Annual return | 9.15% | 16.78%-7.6pp | 91.63%-82.5pp | 28.51%-19.4pp |
| Employer contribution / active EE | $2,182 | $1,863+17.1% | $2,541-14.1% | $2,270-3.9% |
| Participant deferral / active EE | $483 | $3,617-86.6% | $4,167-88.4% | $3,740-87.1% |
| Admin fee / account holder | $312 | $482-35.3% | $6,797-95.4% | $513-39.2% |