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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,762 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $14,764 |
QUALIFIED PLANS, LLC2+ years Service code 13 2702 WHATLEY AVE · SAVANNAH, GA 31404 | Contract Administrator | $3,677 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,176 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLANS LLC Service code 13 | Contract Administrator | $403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,496 | $42,548-16.6% | $74,551-52.4% | $56,289-36.9% |
| Participation rate | 48.2% | 60.5%-12.2pp | 69.1%-20.9pp | 69.9%-21.6pp |
| Annual return | -5.93% | 12.40%-18.3pp | 32.53%-38.5pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,125 | $855+31.5% | $1,961-42.6% | $2,111-46.7% |
| Participant deferral / active EE | $1,970 | $2,277-13.5% | $3,108-36.6% | $3,350-41.2% |
| Admin fee / account holder | $282 | $467-39.6% | $5,059-94.4% | $521-45.9% |