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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,310 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $0 |
SAGEPOINT FINANCIAL INC4 years Filed as: FSC SECURITIES CORPORATION Service code 55 2300 WINDY RIDGE PKWY STE 1100 · ATLANTA, GA 30339 | Other Commissions | $0 |
GOLDLEAF PARTNERS4 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,194 | $73,863-72.7% | $143,797-86.0% | $68,490-70.5% |
| Participation rate | 63.5% | 66.7%-3.1pp | 80.3%-16.8pp | 67.9%-4.4pp |
| Annual return | -19.22% | 0.91%-20.1pp | -0.04%-19.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,456 | $3,185-54.3% | $4,952-70.6% | $2,597-43.9% |
| Participant deferral / active EE | $2,418 | $3,385-28.6% | $5,638-57.1% | $4,028-40.0% |
| Admin fee / account holder | $238 | $5,756-95.9% | $14,679-98.4% | $5,403-95.6% |