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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $104,855 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $76,240 |
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 | $109,620 | $59,186+85.2% | $76,766+42.8% | $56,287+94.8% |
| Participation rate | 99.6% | 75.2%+24.3pp | 77.0%+22.6pp | 69.9%+29.7pp |
| Annual return | -4.23% | 6.62%-10.8pp | 2.43%-6.7pp | -9.96%+5.7pp |
| Employer contribution / active EE | $3,057 | $1,759+73.8% | $2,485+23.0% | $2,111+44.8% |
| Participant deferral / active EE | $4,501 | $3,255+38.3% | $3,851+16.9% | $3,350+34.4% |
| Admin fee / account holder | $363 | $489-25.8% | $6,675-94.6% | $521-30.3% |