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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,374 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,609 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,054 | $84,936-83.5% | $111,308-87.4% | $79,391-82.3% |
| Participation rate | 73.0% | 75.9%-2.8pp | 77.3%-4.3pp | 70.7%+2.3pp |
| Annual return | 13.83% | 17.45%-3.6pp | 54.67%-40.8pp | 116.88%-103.1pp |
| Employer contribution / active EE | $1,689 | $1,979-14.7% | $2,732-38.2% | $2,428-30.4% |
| Participant deferral / active EE | $2,607 | $3,888-33.0% | $4,487-41.9% | $4,046-35.6% |
| Admin fee / account holder | $71 | $537-86.7% | $7,965-99.1% | $627-88.6% |