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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENHOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,087 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $20,573 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENHOOD VILLAGE, CO 80111 | Investment Management | $1,687 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,313 | $59,584-40.7% | $86,615-59.2% | $79,391-55.5% |
| Participation rate | 99.3% | 67.7%+31.6pp | 71.6%+27.6pp | 70.7%+28.5pp |
| Annual return | 13.75% | 23.15%-9.4pp | 63.51%-49.8pp | 116.88%-103.1pp |
| Employer contribution / active EE | $2,097 | $1,768+18.6% | $2,496-16.0% | $2,428-13.6% |
| Participant deferral / active EE | $3,534 | $3,036+16.4% | $3,699-4.5% | $4,046-12.6% |
| Admin fee / account holder | $242 | $604-59.9% | $5,830-95.8% | $627-61.3% |