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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76,648 |
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $67,692 |
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 | $25,996 | $48,592-46.5% | $185,835-86.0% | $90,274-71.2% |
| Participation rate | 89.5% | 66.2%+23.2pp | 78.0%+11.4pp | 73.4%+16.1pp |
| Annual return | 25.07% | 68.51%-43.4pp | 35.96%-10.9pp | 53.97%-28.9pp |
| Employer contribution / active EE | $2,869 | $1,389+106.5% | $4,087-29.8% | $2,523+13.7% |
| Participant deferral / active EE | $4,437 | $3,463+28.1% | $5,633-21.2% | $4,231+4.9% |
| Admin fee / account holder | $97 | $77+25.4% | $9,502-99.0% | $114-14.8% |