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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,716 |
Filed as: QUALIFIED RETIREMENT PLAN SERVICES Service code 13 · EIN 56-1606387 2724 DISCOVERY DRIVE · RALEIGH, NC 27616 | Contract Administrator | $6,042 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,639 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,355 | $65,440-7.8% | $98,506-38.7% | $85,851-29.7% |
| Participation rate | 72.5% | 65.0%+7.5pp | 73.3%-0.8pp | 69.3%+3.2pp |
| Annual return | 16.25% | 21.75%-5.5pp | 1494.92%-1478.7pp | 318.63%-302.4pp |
| Employer contribution / active EE | $2,118 | $2,169-2.4% | $2,961-28.5% | $2,565-17.5% |
| Participant deferral / active EE | $3,513 | $3,168+10.9% | $4,277-17.9% | $3,952-11.1% |
| Admin fee / account holder | $217 | $4,596-95.3% | $5,955-96.3% | $6,261-96.5% |