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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $61,760 |
SILVERSTONE ASSET MANAGEMENT INC3+ years Filed as: SILVERSTONE ASSET MANAGEMENT Service code 27 11516 MIRACLE HILLS DR STE 100 · OMAHA, NE 68154 | Advisory (Plan) | $27,798 |
GOLDLEAF PARTNERS3+ years Service code 13 14221 GOLF COURSE DR #200 · BAXTER, MN 56425 | Contract Administrator | $12,971 |
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 | $39,320 | $55,453-29.1% | $170,435-76.9% | $62,293-36.9% |
| Participation rate | 93.4% | 66.4%+27.0pp | 83.6%+9.8pp | 69.5%+23.9pp |
| Annual return | 22.18% | 21.38%+0.8pp | 205.94%-183.8pp | 28.90%-6.7pp |
| Employer contribution / active EE | $1,763 | $2,164-18.5% | $5,432-67.5% | $2,042-13.7% |
| Participant deferral / active EE | $2,637 | $2,303+14.5% | $4,939-46.6% | $3,169-16.8% |
| Admin fee / account holder | $324 | $455-28.7% | $13,881-97.7% | $479-32.3% |