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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,477 |
HAYS COMPANIES1 year Filed as: HAYS COMPANIES INC Service code 16 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Consulting | $22,366 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,014 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $120,560 | $89,652+34.5% | $141,191-14.6% | $65,185+85.0% |
| Participation rate | 98.4% | 74.7%+23.7pp | 82.5%+15.9pp | 70.2%+28.2pp |
| Annual return | 23.23% | 32.79%-9.6pp | 71.41%-48.2pp | 29.38%-6.2pp |
| Employer contribution / active EE | $3,789 | $3,065+23.6% | $4,736-20.0% | $2,177+74.1% |
| Participant deferral / active EE | $8,566 | $5,691+50.5% | $6,710+27.7% | $3,514+143.8% |
| Admin fee / account holder | $446 | $569-21.6% | $10,264-95.7% | $847-47.4% |