| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,388,436 |
VENABLE LLP1+ years Filed as: VENABLE, LLP Service code 19 POST OFFICE BOX 62727 · BALTIMORE, MD 21264 | Securities Custodian | $60,435 |
HYAS GROUP, LLC1+ years Service code 27 108 NW 9TH AVENUE, SUITE 203 · PORTLAND, OR 97209 | Advisory (Plan) | $57,370 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS, LLP Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $36,540 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $25,099 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,550 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,190 | $79,558+56.1% | $115,038+8.0% | $67,505+84.0% |
| Participation rate | 56.9% | 74.3%-17.4pp | 81.4%-24.5pp | 71.2%-14.3pp |
| Annual return | -0.94% | 4.65%-5.6pp | 26.14%-27.1pp | 6.52%-7.5pp |
| Employer contribution / active EE | $3,082 | $2,529+21.9% | $4,608-33.1% | $2,173+41.9% |
| Participant deferral / active EE | $10,021 | $5,510+81.9% | $6,026+66.3% | $3,597+178.6% |
| Admin fee / account holder | $161 | $60+168.5% | $8,175-98.0% | $56+186.0% |