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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,589 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $11,918 |
JOHNSON & SHELDON, PLLC1 year Filed as: JOHNSON & SHELDON PLLC Service code 10 500 S TAYLOR · AMARILLO, TX 79105 | Accounting | $11,800 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP INC Service code 13 300 PRIMERA BLVD STE 200 · LAKE MARY, FL 32746 | Contract Administrator | $10,334 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,360 |
TD AMERITRADE, INC.3 years Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $7 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,166 | $66,302-57.5% | $110,241-74.5% | $56,287-50.0% |
| Participation rate | 91.3% | 74.9%+16.4pp | 79.8%+11.4pp | 69.9%+21.4pp |
| Annual return | -3.61% | -1.18%-2.4pp | 314.75%-318.4pp | -9.96%+6.3pp |
| Employer contribution / active EE | $2,199 | $2,047+7.4% | $3,827-42.5% | $2,111+4.2% |
| Participant deferral / active EE | $2,764 | $3,381-18.3% | $4,672-40.8% | $3,350-17.5% |
| Admin fee / account holder | $305 | $698-56.4% | $8,548-96.4% | $521-41.5% |