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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,471 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $33,457 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,665 | $66,528-35.9% | $86,615-50.7% | $86,821-50.9% |
| Participation rate | 94.8% | 72.4%+22.4pp | 71.6%+23.1pp | 72.3%+22.5pp |
| Annual return | 14.56% | 19.56%-5.0pp | 63.51%-49.0pp | 97.94%-83.4pp |
| Employer contribution / active EE | $3,698 | $2,007+84.2% | $2,496+48.2% | $2,406+53.7% |
| Participant deferral / active EE | $5,068 | $3,240+56.4% | $3,699+37.0% | $4,132+22.7% |
| Admin fee / account holder | $194 | $148+31.1% | $5,830-96.7% | $170+14.5% |