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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $51,483 |
SILVERSTONE ASSET MANAGEMENT INC2+ years Filed as: SILVERSTONE ASSET MANAGEMENT Service code 27 11516 MIRACLE HILLS DR STE 100 · OMAHA, NE 68154 | Advisory (Plan) | $25,017 |
GOLDLEAF PARTNERS2+ years Service code 13 14221 GOLF COURSE DR #200 · BAXTER, MN 56425 | Contract Administrator | $10,312 |
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 | $34,166 | $46,732-26.9% | $156,551-78.2% | $55,167-38.1% |
| Participation rate | 95.8% | 65.8%+30.0pp | 84.0%+11.8pp | 69.0%+26.8pp |
| Annual return | 15.33% | 17.72%-2.4pp | 32.23%-16.9pp | 169.23%-153.9pp |
| Employer contribution / active EE | $1,814 | $2,105-13.8% | $5,501-67.0% | $1,963-7.6% |
| Participant deferral / active EE | $2,833 | $2,204+28.5% | $4,871-41.8% | $3,054-7.3% |
| Admin fee / account holder | $318 | $418-24.1% | $13,028-97.6% | $504-37.0% |