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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,613 |
REGIONS BANK1 year Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 PO BOX 11525 · BIRMINGHAM, AL 352021525 | Advisory (Plan) | $17,212 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $139 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $11,206 | $79,519-85.9% | $95,964-88.3% | $73,412-84.7% |
| Participation rate | 79.3% | 81.2%-1.9pp | 77.1%+2.2pp | 72.2%+7.1pp |
| Annual return | 10.29% | 19.20%-8.9pp | 91.64%-81.4pp | 59.30%-49.0pp |
| Employer contribution / active EE | $549 | $2,048-73.2% | $2,541-78.4% | $2,234-75.4% |
| Participant deferral / active EE | $1,232 | $4,138-70.2% | $4,167-70.4% | $3,806-67.6% |
| Admin fee / account holder | $114 | $184-37.9% | $6,797-98.3% | $158-27.5% |