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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,805 |
DEBOER & ASSOCIATES, PC2+ years Service code 10 · EIN 47-0836395 | Accounting | $8,703 |
BLAKE & UHLIG, P.A.1 year Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 | Legal | $8,253 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $6,874 |
COTTONWOOD ADVISORS, LLC2+ years Service code 27 · EIN 20-4591722 | Advisory (Plan) | $6,484 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,531 | $58,726-39.5% | $92,240-61.5% | $62,293-43.0% |
| Participation rate | 98.5% | 68.3%+30.2pp | 76.5%+22.0pp | 69.5%+29.0pp |
| Annual return | 10.06% | 43.62%-33.6pp | 176.29%-166.2pp | 28.90%-18.8pp |
| Employer contribution / active EE | $1,753 | $2,392-26.7% | $3,680-52.4% | $2,042-14.2% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $347 | $556-37.7% | $5,194-93.3% | $479-27.7% |