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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,605 |
AMERICAN FUNDS2+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 50 SOUTH 6TH STREET STE 975 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $22,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,156 | $46,173+4.3% | $170,435-71.7% | $69,631-30.8% |
| Participation rate | 68.2% | 63.9%+4.3pp | 83.6%-15.4pp | 70.7%-2.5pp |
| Annual return | 19.02% | 21.62%-2.6pp | 205.94%-186.9pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $507 | $1,610-68.5% | $5,432-90.7% | $2,032-75.1% |
| Participant deferral / active EE | $3,126 | $2,080+50.3% | $4,939-36.7% | $3,224-3.0% |
| Admin fee / account holder | $223 | $116+92.4% | $13,881-98.4% | $110+102.0% |