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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $48,162 |
SILVERSTONE ASSET MANAGEMENT INC1+ years Filed as: SILVERSTONE ASSET MANAGEMENT Service code 27 11516 MIRACLE HILLS DR STE 100 · OMAHA, NE 68154 | Advisory (Plan) | $26,530 |
GOLDLEAF PARTNERS1+ years Service code 13 14221 GOLF COURSE DR #200 · BAXTER, MN 56425 | Contract Administrator | $9,957 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,508 | $46,360-29.9% | $147,617-78.0% | $52,331-37.9% |
| Participation rate | 88.9% | 64.9%+23.9pp | 84.6%+4.3pp | 68.1%+20.8pp |
| Annual return | 4.54% | 1.62%+2.9pp | 61.98%-57.4pp | 4.54%0pp |
| Employer contribution / active EE | $1,765 | $2,126-17.0% | $5,564-68.3% | $1,882-6.2% |
| Participant deferral / active EE | $2,718 | $2,258+20.4% | $4,895-44.5% | $3,022-10.1% |
| Admin fee / account holder | $374 | $766-51.2% | $11,612-96.8% | $592-36.8% |