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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,196 |
SMITH HAYES ADVISERS, INC.1+ years Service code 27 1225 L ST., STE. 200 · LINCOLN, NE 68508 | Advisory (Plan) | $16,029 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $697 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,624 | $50,498+6.2% | $75,784-29.2% | $55,191-2.8% |
| Participation rate | 37.8% | 69.4%-31.6pp | 75.8%-38.0pp | 69.2%-31.3pp |
| Annual return | -1.95% | 1.80%-3.7pp | 9.68%-11.6pp | 10.78%-12.7pp |
| Employer contribution / active EE | $580 | $2,291-74.7% | $3,323-82.6% | $1,899-69.5% |
| Participant deferral / active EE | $1,667 | $2,589-35.6% | $3,652-54.4% | $3,046-45.3% |
| Admin fee / account holder | $304 | $123+147.4% | $5,300-94.3% | $91+235.3% |