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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,199 |
Filed as: COLTON GROOME FINANCIAL ADVISORS LL Service code 27 | Advisory (Plan) | $8,854 |
VALMARK ADVISERS INC2 years Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $8,477 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,097 |
NOVA 401(K) ASSOCIATES1 year Service code 13 | Contract Administrator | $1,986 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,235 | $37,196-75.2% | $154,114-94.0% | $55,725-83.4% |
| Participation rate | 85.6% | 64.1%+21.5pp | 83.0%+2.5pp | 70.9%+14.7pp |
| Annual return | 8.03% | 1319.68%-1311.6pp | 735.16%-727.1pp | 244.93%-236.9pp |
| Employer contribution / active EE | $131 | $1,614-91.9% | $5,298-97.5% | $2,078-93.7% |
| Participant deferral / active EE | $2,030 | $2,068-1.9% | $5,081-60.0% | $3,356-39.5% |
| Admin fee / account holder | $96 | $102-5.0% | $13,411-99.3% | $115-16.2% |