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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $522,705 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $66,223 |
Filed as: FMR LLC FIDELITY INVESTMENT INSTITU Service code 99 PO BOX 73307 · CHICAGO, IL 60673 | Other Fees | $9,633 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $2,400 |
STEEL PEAK WEALTH MGMT LLC1+ years Service code 33 · EIN 46-1173026 | Securities brokerage | $1,402 |
KCM INVESTMENT ADVISORS LLC1+ years Service code 33 · EIN 91-1756649 | Securities brokerage | $154 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
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 | $99,605 | $82,422+20.8% | $67,652+47.2% | $67,505+47.6% |
| Participation rate | 94.8% | 84.2%+10.6pp | 75.7%+19.1pp | 71.2%+23.6pp |
| Annual return | -1.50% | 12.72%-14.2pp | 6625.40%-6626.9pp | 6.52%-8.0pp |
| Employer contribution / active EE | $7,229 | $2,879+151.1% | $2,266+219.1% | $2,173+232.7% |
| Participant deferral / active EE | $10,416 | $5,020+107.5% | $3,560+192.6% | $3,597+189.6% |
| Admin fee / account holder | $45 | $53-15.9% | $4,821-99.1% | $56-20.3% |