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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,095 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $6,655 |
Filed as: INDEPENDENT FINANCIAL GROUP Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $5,758 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $1,684 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,252 | $55,453-72.5% | $170,435-91.1% | $62,293-75.5% |
| Participation rate | 91.3% | 66.4%+25.0pp | 83.6%+7.7pp | 69.5%+21.8pp |
| Annual return | 11.35% | 21.38%-10.0pp | 205.94%-194.6pp | 28.90%-17.6pp |
| Employer contribution / active EE | $1,154 | $2,164-46.7% | $5,432-78.8% | $2,042-43.5% |
| Participant deferral / active EE | $941 | $2,303-59.1% | $4,939-80.9% | $3,169-70.3% |
| Admin fee / account holder | $234 | $455-48.6% | $13,881-98.3% | $479-51.2% |