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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $105,288 |
Filed as: SIGNATOR INVESTORS INC Service code 27 197 CLARENDON ST · BOSTON, MA 02116 | Advisory (Plan) | $55,287 |
SAGGAR & ROSENBERG, P.C.1 year Service code 10 · EIN 52-2190100 | Accounting | $11,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $147,613 | $155,795-5.3% | $136,298+8.3% | $69,631+112.0% |
| Participation rate | 78.4% | 75.2%+3.2pp | 81.9%-3.5pp | 70.7%+7.8pp |
| Annual return | 17.06% | 232464.33%-232447.3pp | 5156.27%-5139.2pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $2,497 | $2,991-16.5% | $4,696-46.8% | $2,032+22.9% |
| Participant deferral / active EE | $9,743 | $5,394+80.6% | $6,247+55.9% | $3,224+202.2% |
| Admin fee / account holder | $452 | $128+252.1% | $9,244-95.1% | $110+308.9% |