Filed June 16, 2025 (most recent of 3 filings on file)
Total covered: 90 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,788 |
Filed as: AXA NETWORK LLC Service code 55 2550 INTERSTATE DR STE 250 · HARRISBURG, PA 17110 | Other Commissions | $33,175 |
Service code 99 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Other Fees | $3,656 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,900 | $56,640-22.5% | $78,002-43.7% | $55,167-20.4% |
| Participation rate | 93.2% | 73.3%+19.9pp | 75.5%+17.7pp | 69.0%+24.3pp |
| Annual return | 8.73% | 2868.48%-2859.7pp | 425.99%-417.3pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,829 | $1,724+6.1% | $2,470-26.0% | $1,963-6.8% |
| Participant deferral / active EE | $3,706 | $2,778+33.4% | $3,497+6.0% | $3,054+21.3% |
| Admin fee / account holder | $260 | $467-44.4% | $5,481-95.3% | $504-48.5% |