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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,364 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $106 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
STRINGER RESOURCE GROUP3 years Service code 13 PO BOX 2078 · GREER, SC 29652 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,824 | $26,549-78.1% | $61,452-90.5% | $66,938-91.3% |
| Participation rate | 62.0% | 38.1%+23.9pp | 52.6%+9.4pp | 69.8%-7.8pp |
| Annual return | -10.05% | -16.21%+6.2pp | 338.96%-349.0pp | 1.58%-11.6pp |
| Employer contribution / active EE | $688 | $651+5.6% | $1,160-40.7% | $2,545-73.0% |
| Participant deferral / active EE | $0 | $1,338-100.0% | $2,125-100.0% | $4,238-100.0% |
| Admin fee / account holder | $73 | $409-82.2% | $2,131-96.6% | $594-87.8% |