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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,411 |
AMERICAN FUNDS5+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 50 SOUTH 6TH STREET STE 975 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $23,626 |
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 | $60,327 | $52,293+15.4% | $178,499-66.2% | $73,412-17.8% |
| Participation rate | 74.9% | 65.3%+9.6pp | 81.9%-7.0pp | 72.2%+2.8pp |
| Annual return | 15.83% | 34.75%-18.9pp | 151.10%-135.3pp | 59.30%-43.5pp |
| Employer contribution / active EE | $586 | $1,735-66.2% | $5,011-88.3% | $2,234-73.8% |
| Participant deferral / active EE | $4,100 | $2,332+75.8% | $5,202-21.2% | $3,806+7.7% |
| Admin fee / account holder | $258 | $127+102.7% | $13,986-98.2% | $158+63.5% |