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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,811 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,960 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Filed as: LOCKTON COMPANIES LLC Service code 27 5411 ROSS AVE STE 1200 · DALLAS, TX 75201 | Advisory (Plan) | $16,667 |
Filed as: BENEFIT PLANS, INC. Service code 10 16924 FRANCES STREET, STE 100 · OMAHA, NE 68130 | Accounting | $9,610 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,016 | $87,733+39.1% | $106,555+14.5% | $85,847+42.1% |
| Participation rate | 90.5% | 71.9%+18.5pp | 76.1%+14.3pp | 69.3%+21.2pp |
| Annual return | -38.73% | 21.86%-60.6pp | 26.80%-65.5pp | 318.61%-357.3pp |
| Employer contribution / active EE | $46 | $2,073-97.8% | $2,819-98.4% | $2,565-98.2% |
| Participant deferral / active EE | $6,379 | $3,469+83.9% | $4,399+45.0% | $3,952+61.4% |
| Admin fee / account holder | $1,031 | $6,767-84.8% | $7,408-86.1% | $6,261-83.5% |