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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,196 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $28,346 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,373 | $185,342-82.0% | $111,308-70.0% | $86,821-61.6% |
| Participation rate | 94.4% | 81.0%+13.4pp | 77.3%+17.1pp | 72.3%+22.1pp |
| Annual return | 17.60% | 500.80%-483.2pp | 54.67%-37.1pp | 97.94%-80.3pp |
| Employer contribution / active EE | $1,369 | $2,246-39.1% | $2,732-49.9% | $2,406-43.1% |
| Participant deferral / active EE | $3,294 | $4,458-26.1% | $4,487-26.6% | $4,132-20.3% |
| Admin fee / account holder | $201 | $255-21.3% | $7,965-97.5% | $170+18.5% |