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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $726,498 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $67,243 |
STEEL PEAK WEALTH MGMT LLC4+ years Service code 26 · EIN 46-1173026 | Advisory (Participants) | $6,290 |
Service code 26 · EIN 27-5348624 | Advisory (Participants) | $5,730 |
QDRO CONSULTANTS COMPANY, LLC4+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $116,838 | $96,261+21.4% | $76,768+52.2% | $68,904+69.6% |
| Participation rate | 92.8% | 87.0%+5.8pp | 77.0%+15.8pp | 74.1%+18.6pp |
| Annual return | -5.29% | -0.85%-4.4pp | 2.43%-7.7pp | 1.07%-6.4pp |
| Employer contribution / active EE | $6,278 | $3,303+90.1% | $2,485+152.6% | $2,540+147.1% |
| Participant deferral / active EE | $9,959 | $5,537+79.9% | $3,852+158.6% | $4,015+148.0% |
| Admin fee / account holder | $56 | $73-23.2% | $6,676-99.2% | $71-21.5% |