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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,405 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $9,526 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,232 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 | Contract Administrator | $1,162 |
GOLDLEAF PARTNERS3 years Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 PO BOX 5757 · BOSTON, MA 02205 | Contract Administrator | $909 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $395 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $56,666 | $70,435-19.5% | $96,575-41.3% | $85,856-34.0% |
| Participation rate | 73.4% | 61.8%+11.6pp | 69.8%+3.6pp | 69.3%+4.1pp |
| Annual return | 13.94% | 18.59%-4.6pp | 37.79%-23.8pp | 318.58%-304.6pp |
| Employer contribution / active EE | $1,914 | $1,413+35.5% | $2,357-18.8% | $2,565-25.4% |
| Participant deferral / active EE | $2,176 | $2,894-24.8% | $3,849-43.5% | $3,952-44.9% |
| Admin fee / account holder | $149 | $4,997-97.0% | $6,182-97.6% | $6,261-97.6% |