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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,288 |
JJB HILLIARD W L LYONS LLC2 years Filed as: JJB HILLIARD, W. L. LYONS LLC Service code 55 500 WEST JEFFERSON ST. · LOUISVILLE, KY 40202 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,268 | $84,236+233.9% | $170,439+65.0% | $70,124+301.1% |
| Participation rate | 82.8% | 70.8%+12.0pp | 83.6%-0.8pp | 69.5%+13.3pp |
| Annual return | 15.34% | 23.06%-7.7pp | 205.94%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $7,721 | $3,387+127.9% | $5,433+42.1% | $2,342+229.6% |
| Participant deferral / active EE | $4,164 | $3,086+34.9% | $4,939-15.7% | $3,332+25.0% |
| Admin fee / account holder | $4,388 | $5,698-23.0% | $13,881-68.4% | $4,645-5.5% |