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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,067 |
Filed as: PRINCIPAL SECURITIES INC Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $16,100 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,074 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $661 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,805 | $49,227-23.2% | $70,449-46.3% | $79,858-52.7% |
| Participation rate | 71.4% | 69.2%+2.3pp | 75.1%-3.6pp | 69.6%+1.8pp |
| Annual return | 1.22% | 30.06%-28.8pp | 109.03%-107.8pp | 31.71%-30.5pp |
| Employer contribution / active EE | $706 | $2,099-66.4% | $2,737-74.2% | $2,471-71.4% |
| Participant deferral / active EE | $3,725 | $2,768+34.6% | $3,709+0.4% | $3,740-0.4% |
| Admin fee / account holder | $211 | $2,878-92.7% | $3,845-94.5% | $5,306-96.0% |