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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2+ years Filed as: AVEO CAPITAL PARTNERS, LLC Service code 99 · EIN 27-4981131 | Other Fees | $21,170 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,433 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 1801 CALIFORNIA STREET · DENVER, CO 802022606 | Accounting | $5,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,678 | $52,884-28.8% | $84,753-55.5% | $55,167-31.7% |
| Participation rate | 53.9% | 67.5%-13.6pp | 76.6%-22.7pp | 69.0%-15.1pp |
| Annual return | 8.95% | 18.03%-9.1pp | 22.78%-13.8pp | 169.23%-160.3pp |
| Employer contribution / active EE | $1,072 | $2,233-52.0% | $3,574-70.0% | $1,963-45.4% |
| Participant deferral / active EE | $1,810 | $2,644-31.5% | $3,712-51.2% | $3,054-40.7% |
| Admin fee / account holder | $88 | $581-84.8% | $5,333-98.3% | $504-82.5% |