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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,746 |
Filed as: DAVIDSON HOLLAND, WHITESELL & CO., Service code 10 209 13TH AVE PL NW STE 200 · HICKORY, NC 28601 | Accounting | $12,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,680 | $52,293-66.2% | $178,503-90.1% | $73,412-75.9% |
| Participation rate | 77.6% | 65.3%+12.2pp | 81.9%-4.3pp | 72.2%+5.4pp |
| Annual return | 10.23% | 34.75%-24.5pp | 151.12%-140.9pp | 59.30%-49.1pp |
| Employer contribution / active EE | $1,578 | $1,736-9.1% | $5,011-68.5% | $2,234-29.3% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $140 | $127+10.0% | $13,987-99.0% | $158-11.3% |