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 | $94,710 |
Filed as: AXA NETWORK LLC Service code 55 2550 INTERSTATE DR STE 250 · HARRISBURG, PA 17110 | Other Commissions | $46,028 |
Service code 99 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Other Fees | $5,188 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,111 |
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.
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 | $46,643 | $58,093-19.7% | $80,022-41.7% | $56,287-17.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -6.95% | 34.63%-41.6pp | 11.22%-18.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $2,334 | $1,933+20.7% | $2,468-5.4% | $2,111+10.5% |
| Participant deferral / active EE | $4,711 | $3,136+50.2% | $3,686+27.8% | $3,350+40.6% |
| Admin fee / account holder | $469 | $623-24.6% | $6,521-92.8% | $521-9.9% |