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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $12,767 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,416 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,092 | $84,936-26.9% | $111,308-44.2% | $79,391-21.8% |
| Participation rate | 95.1% | 75.9%+19.3pp | 77.3%+17.8pp | 70.7%+24.4pp |
| Annual return | 13.23% | 17.45%-4.2pp | 54.67%-41.4pp | 116.88%-103.6pp |
| Employer contribution / active EE | $1,424 | $1,979-28.0% | $2,732-47.9% | $2,428-41.3% |
| Participant deferral / active EE | $2,552 | $3,888-34.4% | $4,487-43.1% | $4,046-36.9% |
| Admin fee / account holder | $44 | $537-91.7% | $7,965-99.4% | $627-92.9% |