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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,146 |
AMERICAN FUNDS4+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 50 SOUTH 6TH STREET STE 975 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $23,259 |
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 | $55,247 | $62,928-12.2% | $172,755-68.0% | $67,579-18.2% |
| Participation rate | 76.2% | 64.5%+11.8pp | 82.6%-6.4pp | 71.3%+4.9pp |
| Annual return | 23.52% | 30.36%-6.8pp | 802.94%-779.4pp | 378.56%-355.0pp |
| Employer contribution / active EE | $572 | $1,636-65.1% | $5,144-88.9% | $2,148-73.4% |
| Participant deferral / active EE | $4,053 | $2,145+89.0% | $5,198-22.0% | $3,539+14.5% |
| Admin fee / account holder | $274 | $167+64.6% | $13,955-98.0% | $142+92.7% |