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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,793 |
PREMIER PLAN CONSULTANTS6 years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQ STE 250 · SAN DIEGO, CA 92121 | Contract Administrator | $540 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,848 | $49,451+6.9% | $79,580-33.6% | $66,938-21.1% |
| Participation rate | 28.8% | 61.3%-32.5pp | 69.5%-40.7pp | 69.8%-41.0pp |
| Annual return | -18.72% | 84.25%-103.0pp | 0.15%-18.9pp | 1.58%-20.3pp |
| Employer contribution / active EE | $1,594 | $1,266+26.0% | $2,413-33.9% | $2,545-37.4% |
| Participant deferral / active EE | $2,814 | $3,159-10.9% | $3,985-29.4% | $4,238-33.6% |
| Admin fee / account holder | $167 | $595-72.0% | $6,835-97.6% | $594-71.9% |