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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,684 |
BBVA SECURITIES INC3 years Filed as: BBVA SECURITIES INC DBA BBVA COMPAS Service code 55 1345 AVE OF THE AMERICAS 45TH FL · NEW YORK, NY 10105 | Other Commissions | $11,420 |
WITHUMSMITH+BROWN, PC2 years Filed as: ERICKSON BROWN KLOSTER PC Service code 10 4565 HILTON PKWY STE 101 · COLORADO SPRINGS, CO 80907 | Accounting | $8,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $68 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,811 | $54,573-23.4% | $90,965-54.0% | $73,493-43.1% |
| Participation rate | 86.5% | 61.2%+25.3pp | 69.0%+17.5pp | 70.7%+15.8pp |
| Annual return | 5.83% | 16.69%-10.9pp | 134.57%-128.7pp | 28.51%-22.7pp |
| Employer contribution / active EE | $599 | $991-39.5% | $2,122-71.8% | $2,270-73.6% |
| Participant deferral / active EE | $2,419 | $2,517-3.9% | $3,373-28.3% | $3,740-35.3% |
| Admin fee / account holder | $306 | $521-41.3% | $5,960-94.9% | $513-40.3% |