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| Provider | Service type | Compensation |
|---|---|---|
Service code 65 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Account Maintenance | $36,275 |
COMMERCE BANK5 years Service code 26 · EIN 48-0962626 922 WALNUT ST · KANSAS CITY, MO 64106 | Advisory (Participants) | $25,610 |
DEBOER & ASSOCIATES, PC7+ years Service code 10 · EIN 47-0836395 | Accounting | $9,915 |
COTTONWOOD ADVISORS, LLC7+ years Service code 27 · EIN 20-4591722 | Advisory (Plan) | $5,462 |
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 | $57,409 | $64,176-10.5% | $112,263-48.9% | $66,949-14.2% |
| Participation rate | 95.6% | 68.4%+27.1pp | 75.1%+20.5pp | 69.8%+25.8pp |
| Annual return | 1.73% | -13.80%+15.5pp | 27.49%-25.8pp | 1.57%+0.2pp |
| Employer contribution / active EE | $5,874 | $3,007+95.3% | $3,636+61.5% | $2,545+130.8% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $562 | $626-10.2% | $6,410-91.2% | $594-5.3% |