Filed April 12, 2023 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $176,003 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $11,334 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,936 | $77,197-53.4% | $86,645-58.5% | $93,010-61.4% |
| Participation rate | 91.5% | 78.2%+13.3pp | 71.7%+19.8pp | 73.9%+17.6pp |
| Annual return | 7.34% | 16.31%-9.0pp | 63.52%-56.2pp | 158.70%-151.4pp |
| Employer contribution / active EE | $1,213 | $2,514-51.7% | $2,496-51.4% | $2,705-55.2% |
| Participant deferral / active EE | $1,622 | $3,831-57.7% | $3,700-56.2% | $4,561-64.4% |
| Admin fee / account holder | $42 | $105-60.1% | $5,830-99.3% | $152-72.4% |