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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,296 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $21,771 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $938 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,323 | $51,620+11.0% | $90,324-36.5% | $65,186-12.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 3.71% | 24.94%-21.2pp | 78.15%-74.4pp | 29.39%-25.7pp |
| Employer contribution / active EE | $5,472 | $2,235+144.9% | $2,856+91.6% | $2,177+151.4% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $405 | $384+5.4% | $5,356-92.4% | $847-52.2% |