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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,587 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $44,367 |
TRUOG-RYDING COMPANY, INC.3+ years Filed as: TRUOG-RYDING COMPANY INC Service code 13 2659 TOWNSGATE ROAD, STE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $11,900 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,756 |
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 | $75,407 | $99,957-24.6% | $149,730-49.6% | $73,493+2.6% |
| Participation rate | 88.4% | 75.7%+12.7pp | 82.5%+5.9pp | 70.7%+17.7pp |
| Annual return | 14.27% | 53.87%-39.6pp | 276.70%-262.4pp | 28.51%-14.2pp |
| Employer contribution / active EE | $5,650 | $3,191+77.0% | $4,645+21.6% | $2,270+148.9% |
| Participant deferral / active EE | $10,798 | $6,073+77.8% | $6,843+57.8% | $3,740+188.7% |
| Admin fee / account holder | $606 | $551+10.0% | $9,310-93.5% | $513+18.0% |