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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,057 |
Filed as: THE HOWARD E NYHART CO INC Service code 13 8415 ALLISON POINTE BLVD · INDIANAPOLIS, IN 46250 | Contract Administrator | $3,899 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $2,250 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $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 | $37,461 | $66,813-43.9% | $100,528-62.7% | $73,493-49.0% |
| Participation rate | 62.5% | 77.5%-15.0pp | 79.4%-16.9pp | 70.7%-8.2pp |
| Annual return | 19.14% | 25.70%-6.6pp | 30.90%-11.8pp | 28.51%-9.4pp |
| Employer contribution / active EE | $1,173 | $2,147-45.4% | $3,419-65.7% | $2,270-48.3% |
| Participant deferral / active EE | $4,843 | $5,883-17.7% | $6,271-22.8% | $3,740+29.5% |
| Admin fee / account holder | $286 | $512-44.2% | $8,084-96.5% | $513-44.3% |