| Provider | Service type | Compensation |
|---|---|---|
DIX BARRETT & STILTNER PC1+ years Service code 12 · EIN 84-1354884 5670 GREENWOOD PLAZA BLVD 505 · GREENWOOD VILLAGE, CO 80111 | Claims processing | $25,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,546-100.0% | $71,793-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 59.1%-59.1pp | 69.1%-69.1pp | 69.0%-69.0pp |
| Annual return | 7.06% | 12.36%-5.3pp | 78.04%-71.0pp | 169.23%-162.2pp |
| Employer contribution / active EE | $3,556 | $803+342.6% | $1,924+84.8% | $1,963+81.2% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |