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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,325 |
Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $9,391 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $51,124 | $72,492-29.5% | $87,104-41.3% | $72,975-29.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 32.99% | 24.46%+8.5pp | 28.19%+4.8pp | 81.01%-48.0pp |
| Employer contribution / active EE | $2,900 | $1,894+53.2% | $2,521+15.0% | $2,440+18.9% |
| Participant deferral / active EE | $5,627 | $3,270+72.1% | $4,048+39.0% | $3,608+56.0% |
| Admin fee / account holder | $220 | $5,055-95.6% | $7,491-97.1% | $5,124-95.7% |