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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $59,382 |
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS INC Service code 13 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 | Contract Administrator | $30,340 |
REGIER CARR & MONROE LLP2 years Service code 10 300 WEST DOUGLAS STE 900 · WICHITA, KS 67202 | Accounting | $8,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $109,210 | $85,766+27.3% | $136,298-19.9% | $70,126+55.7% |
| Participation rate | 76.4% | 74.2%+2.2pp | 81.9%-5.5pp | 69.5%+6.9pp |
| Annual return | 16.86% | 31.46%-14.6pp | 5156.27%-5139.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $457 | $2,966-84.6% | $4,696-90.3% | $2,343-80.5% |
| Participant deferral / active EE | $4,053 | $5,051-19.8% | $6,247-35.1% | $3,332+21.7% |
| Admin fee / account holder | $1,098 | $5,421-79.7% | $9,244-88.1% | $4,645-76.4% |