Filed February 18, 2024
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,369 |
PROSPERA FINANCIAL SERVICES7+ years Filed as: PROSPERA FINANCIAL Service code 27 · EIN 75-1832551 | Advisory (Plan) | $23,283 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,479 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,680 | $104,479-70.6% | $159,474-80.8% | $79,391-61.4% |
| Participation rate | 88.2% | 76.6%+11.6pp | 82.8%+5.4pp | 70.7%+17.5pp |
| Annual return | 11.80% | 67.98%-56.2pp | 263.68%-251.9pp | 116.88%-105.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,012 | $6,468-68.9% | $7,353-72.6% | $4,046-50.3% |
| Admin fee / account holder | $175 | $711-75.4% | $10,802-98.4% | $627-72.1% |