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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,531 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $5,821 |
PRINCE COMMUNICATIONS1 year Filed as: PRINCE FOOD SYSTEMS INC Service code 99 11001 S WILCREST DR STE 200 · HOUSTON, TX 77099 | Other Fees | $2,015 |
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 | $15,893 | $39,028-59.3% | $80,741-80.3% | $85,847-81.5% |
| Participation rate | 89.3% | 41.6%+47.8pp | 54.2%+35.2pp | 69.3%+20.0pp |
| Annual return | 7.98% | 26.31%-18.3pp | 87.30%-79.3pp | 318.61%-310.6pp |
| Employer contribution / active EE | $157 | $722-78.2% | $1,160-86.4% | $2,565-93.9% |
| Participant deferral / active EE | $2,061 | $1,326+55.5% | $2,145-3.9% | $3,952-47.8% |
| Admin fee / account holder | $173 | $2,429-92.9% | $3,380-94.9% | $6,261-97.2% |