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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $467,677 |
CURCIO WEBB5+ years Filed as: CURCIO WEBB, LLC Service code 27 610 16TH ST STE 205 · OAKLAND, CA 946121283 | Advisory (Plan) | $36,200 |
BENNETT THRASHER LLP3 years Service code 10 3300 RIVERWOOD PKWY STE 700 · ATLANTA, GA 30339 | Accounting | $15,500 |
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.
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 | $8,902 | $103,430-91.4% | $100,535-91.1% | $93,223-90.5% |
| Participation rate | 85.6% | 84.3%+1.4pp | 79.4%+6.2pp | 74.9%+10.7pp |
| Annual return | 15.93% | 24.60%-8.7pp | 30.90%-15.0pp | 19.29%-3.4pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $3,419-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $1,506 | $6,375-76.4% | $6,271-76.0% | $4,563-67.0% |
| Admin fee / account holder | $72 | $85-15.0% | $8,085-99.1% | $79-9.3% |