| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $448,113 |
VENABLE LLP2+ years Filed as: VENABLE, LLP Service code 29 POST OFFICE BOX 62727 · BALTIMORE, MD 21264 | Legal | $207,301 |
HYAS GROUP, LLC2+ years Service code 27 108 NW 9TH AVENUE, SUITE 203 · PORTLAND, OR 97209 | Advisory (Plan) | $58,686 |
MOSS ADAMS LLP1 year Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $38,325 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $24,712 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $3,300 |
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.
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 | $88,851 | $86,372+2.9% | $123,894-28.3% | $65,292+36.1% |
| Participation rate | 90.5% | 76.9%+13.5pp | 81.4%+9.1pp | 72.4%+18.0pp |
| Annual return | -23.47% | 11.27%-34.7pp | 47.52%-71.0pp | 11.84%-35.3pp |
| Employer contribution / active EE | $3,411 | $2,838+20.2% | $4,617-26.1% | $2,302+48.2% |
| Participant deferral / active EE | $9,939 | $5,625+76.7% | $5,984+66.1% | $3,579+177.7% |
| Admin fee / account holder | $77 | $53+45.9% | $8,357-99.1% | $57+34.4% |