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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,931 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $45,030 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,431 |
RSM US LLP1+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $5,000 |
Filed as: RETIREMENT PLANNING SERVICES Service code 99 7100 E BELLEVIEW AVE STE 300 · GREENWOOD VILLAGE, CO 80111 | Other Fees | $1,280 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $729 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.1+ years Service code 33 | Securities brokerage | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,632 | $72,770-40.0% | $67,652-35.5% | $55,191-20.9% |
| Participation rate | 94.0% | 78.8%+15.2pp | 75.7%+18.3pp | 69.2%+24.8pp |
| Annual return | -1.17% | -3.26%+2.1pp | 6625.40%-6626.6pp | 10.78%-11.9pp |
| Employer contribution / active EE | $396 | $1,769-77.6% | $2,266-82.5% | $1,899-79.2% |
| Participant deferral / active EE | $5,767 | $3,408+69.2% | $3,560+62.0% | $3,046+89.3% |
| Admin fee / account holder | $284 | $79+259.8% | $4,821-94.1% | $91+212.4% |