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| Provider | Service type | Compensation |
|---|---|---|
COTTONWOOD ADVISORS, LLC1+ years Service code 27 · EIN 20-4591722 | Advisory (Plan) | $12,441 |
DEBOER & ASSOCIATES, PC1+ years Service code 10 · EIN 47-0836395 | Accounting | $8,453 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,206 | $52,884-37.2% | $84,753-60.8% | $55,167-39.8% |
| Participation rate | 99.2% | 67.5%+31.7pp | 76.6%+22.6pp | 69.0%+30.2pp |
| Annual return | -2.84% | 18.03%-20.9pp | 22.78%-25.6pp | 169.23%-172.1pp |
| Employer contribution / active EE | $1,778 | $2,233-20.4% | $3,574-50.3% | $1,963-9.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $248 | $581-57.3% | $5,333-95.4% | $504-50.8% |