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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,108 |
HAYS COMPANIES2 years Filed as: HAYS COMPANIES INC Service code 16 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Consulting | $22,366 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,902 |
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 | $148,302 | $99,957+48.4% | $149,745-1.0% | $73,497+101.8% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.5%+15.8pp | 70.7%+27.6pp |
| Annual return | 14.61% | 53.87%-39.3pp | 276.72%-262.1pp | 28.51%-13.9pp |
| Employer contribution / active EE | $4,098 | $3,191+28.4% | $4,646-11.8% | $2,270+80.5% |
| Participant deferral / active EE | $9,879 | $6,073+62.7% | $6,843+44.4% | $3,740+164.1% |
| Admin fee / account holder | $512 | $551-7.0% | $9,312-94.5% | $513-0.2% |