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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 21 5251 DTC PARKWAY · GREENWOOD VILLAGE, CO 80111 | Bank Trustee | $33,565 |
MENKE & ASSOCIATES, INC.1 year Filed as: MENKE AND ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $22,124 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,280 | $84,499-3.8% | $125,391-35.2% | $66,949+21.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 17.84% | -8.49%+26.3pp | 572.41%-554.6pp | 1.57%+16.3pp |
| Employer contribution / active EE | $8,547 | $3,554+140.5% | $4,816+77.5% | $2,545+235.8% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $275 | $685-59.9% | $10,009-97.3% | $594-53.7% |