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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,234 |
COMMERCE BANK1 year Service code 26 | Advisory (Participants) | $15,277 |
DEBOER & ASSOCIATES, PC3+ years Service code 10 · EIN 47-0836395 | Accounting | $8,796 |
COTTONWOOD ADVISORS, LLC3+ years Service code 27 · EIN 20-4591722 | Advisory (Plan) | $5,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,861 | $55,449-28.1% | $83,831-52.5% | $56,289-29.2% |
| Participation rate | 95.5% | 68.0%+27.5pp | 76.1%+19.4pp | 69.9%+25.7pp |
| Annual return | 8.54% | -1.38%+9.9pp | 850.99%-842.4pp | -9.96%+18.5pp |
| Employer contribution / active EE | $1,768 | $2,430-27.3% | $3,631-51.3% | $2,111-16.3% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $451 | $656-31.2% | $5,479-91.8% | $521-13.4% |