Filed October 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $122,824 |
LINSCO/PRIVATE LEDGER CORP3 years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $67,559 |
CLS INVESTMENTS3 years Filed as: CLS INVESTMENTS LLC Service code 99 17605 WRIGHT ST · OMAHA, NE 68130 | Other Fees | $19,438 |
GOLDLEAF PARTNERS4 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 | Contract Administrator | $10,000 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,368 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $4,196 |
GOLDLEAF PARTNERS3 years Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 · EIN 45-0514557 | Contract Administrator | $3,985 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,252 | $111,608-28.1% | $177,821-54.9% | $73,409+9.3% |
| Participation rate | 89.1% | 87.9%+1.2pp | 87.7%+1.4pp | 72.2%+16.9pp |
| Annual return | 14.34% | 18.23%-3.9pp | 48.32%-34.0pp | 59.29%-45.0pp |
| Employer contribution / active EE | $2,937 | $3,796-22.6% | $5,918-50.4% | $2,234+31.5% |
| Participant deferral / active EE | $6,237 | $6,199+0.6% | $7,714-19.2% | $3,805+63.9% |
| Admin fee / account holder | $335 | $166+102.2% | $12,427-97.3% | $158+112.0% |