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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,351 |
EIDE BAILLY LLP1 year Service code 10 200 E. 10TH AVE ST., STE 500 · SIOUX FALLS, SD 571175125 | Accounting | $21,058 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,988 |
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 | $123,372 | $58,655+110.3% | $91,994+34.1% | $65,185+89.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 78.6%+21.4pp | 70.2%+29.8pp |
| Annual return | 21.92% | 33.92%-12.0pp | 69.04%-47.1pp | 29.38%-7.5pp |
| Employer contribution / active EE | $6,360 | $2,080+205.7% | $3,453+84.2% | $2,177+192.2% |
| Participant deferral / active EE | $7,175 | $5,474+31.1% | $5,924+21.1% | $3,514+104.2% |
| Admin fee / account holder | $280 | $434-35.5% | $7,744-96.4% | $847-66.9% |