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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,344 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $23,523 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,177 |
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 | $56,582 | $89,652-36.9% | $141,191-59.9% | $65,185-13.2% |
| Participation rate | 89.9% | 74.7%+15.1pp | 82.5%+7.4pp | 70.2%+19.7pp |
| Annual return | 23.07% | 32.79%-9.7pp | 71.41%-48.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $3,269 | $3,065+6.7% | $4,736-31.0% | $2,177+50.2% |
| Participant deferral / active EE | $7,371 | $5,691+29.5% | $6,710+9.8% | $3,514+109.8% |
| Admin fee / account holder | $213 | $569-62.5% | $10,264-97.9% | $847-74.9% |