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 | $81,815 |
Filed as: AXA NETWORK LLC Service code 55 2550 INTERSTATE DR STE 250 · HARRISBURG, PA 17110 | Other Commissions | $42,081 |
Service code 99 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Other Fees | $4,547 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57 |
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 | $51,198 | $63,314-19.1% | $91,004-43.7% | $62,293-17.8% |
| Participation rate | 93.5% | 73.3%+20.1pp | 75.6%+17.9pp | 69.5%+23.9pp |
| Annual return | 15.74% | 21.00%-5.3pp | 4.60%+11.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $2,124 | $1,807+17.5% | $2,456-13.5% | $2,042+4.0% |
| Participant deferral / active EE | $4,094 | $2,944+39.1% | $3,548+15.4% | $3,169+29.2% |
| Admin fee / account holder | $434 | $468-7.1% | $5,417-92.0% | $479-9.4% |