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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,629 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $10,520 |
SEAVER & FORCK CPAS2 years Filed as: SEAVER & FORK CPA'S LLC Service code 10 3523 AMAZONAS DR · JEFFERSON CITY, MO 65109 | Accounting | $7,255 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,072 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,542 | $81,474-80.9% | $133,956-88.4% | $73,488-78.9% |
| Participation rate | 81.8% | 76.4%+5.5pp | 79.8%+2.0pp | 70.7%+11.1pp |
| Annual return | 10.26% | 19.40%-9.1pp | 45.09%-34.8pp | 28.51%-18.3pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,207 | $3,786-41.7% | $5,048-56.3% | $3,740-41.0% |
| Admin fee / account holder | $248 | $713-65.2% | $8,927-97.2% | $513-51.6% |