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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,715 |
AMERICAN FUNDS3+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 50 SOUTH 6TH STREET STE 975 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $22,951 |
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 | $45,174 | $37,196+21.4% | $154,111-70.7% | $55,725-18.9% |
| Participation rate | 77.0% | 64.1%+12.9pp | 83.0%-6.1pp | 70.9%+6.1pp |
| Annual return | -4.56% | 1319.68%-1324.2pp | 735.18%-739.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $541 | $1,614-66.5% | $5,298-89.8% | $2,078-74.0% |
| Participant deferral / active EE | $3,691 | $2,068+78.5% | $5,081-27.4% | $3,356+10.0% |
| Admin fee / account holder | $271 | $102+166.6% | $13,411-98.0% | $115+135.1% |