Filed March 18, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,137 |
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO INC Service code 27 85 BROAD ST · NEW YORK, NY 10004 | Advisory (Plan) | $18,191 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 3077 W JEFFERSON ST STE 105 · JOLIET, IL 60435 | Accounting | $11,550 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,777 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,746 | $64,286-33.5% | $90,951-53.0% | $73,409-41.8% |
| Participation rate | 53.2% | 63.6%-10.4pp | 69.0%-15.9pp | 72.2%-19.0pp |
| Annual return | 12.75% | 21.45%-8.7pp | 134.60%-121.9pp | 59.29%-46.5pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,914 | $2,453-22.0% | $3,373-43.3% | $3,805-49.7% |
| Admin fee / account holder | $101 | $287-64.8% | $5,959-98.3% | $158-36.0% |