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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,810 |
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH EQUITY Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $4,983 |
Filed as: ADVISED ASSSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,025 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,800 | $104,336-96.4% | $159,487-97.6% | $86,821-95.6% |
| Participation rate | 88.3% | 77.7%+10.6pp | 82.8%+5.5pp | 72.3%+16.0pp |
| Annual return | 0.00% | 26.32%-26.3pp | 263.71%-263.7pp | 97.94%-97.9pp |
| Employer contribution / active EE | $1,504 | $3,451-56.4% | $4,831-68.9% | $2,406-37.5% |
| Participant deferral / active EE | $1,794 | $6,837-73.8% | $7,354-75.6% | $4,132-56.6% |
| Admin fee / account holder | $36 | $172-79.2% | $10,804-99.7% | $170-78.9% |