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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,400 |
Filed as: COMMONWEALTH EQUITY SERVICES INC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $15,926 |
Filed as: TRANSAMERICA LIFE INSURSNCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,700 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,291 | $54,541+30.7% | $78,778-9.5% | $70,126+1.7% |
| Participation rate | 87.8% | 60.8%+27.0pp | 69.2%+18.6pp | 69.5%+18.3pp |
| Annual return | 20.07% | 21.07%-1.0pp | 35.62%-15.5pp | 73.15%-53.1pp |
| Employer contribution / active EE | $656 | $1,089-39.7% | $1,986-67.0% | $2,343-72.0% |
| Participant deferral / active EE | $5,309 | $2,210+140.2% | $2,958+79.4% | $3,332+59.3% |
| Admin fee / account holder | $421 | $3,709-88.7% | $5,134-91.8% | $4,645-90.9% |