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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,202 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $16,751 |
Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $11,038 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $907 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,295 | $78,275-76.6% | $109,173-83.2% | $86,821-78.9% |
| Participation rate | 92.5% | 73.8%+18.7pp | 75.9%+16.6pp | 72.3%+20.2pp |
| Annual return | 13.18% | 19.14%-6.0pp | 25.75%-12.6pp | 97.94%-84.8pp |
| Employer contribution / active EE | $1,525 | $3,105-50.9% | $3,723-59.0% | $2,406-36.6% |
| Participant deferral / active EE | $3,155 | $3,641-13.4% | $4,654-32.2% | $4,132-23.7% |
| Admin fee / account holder | $0 | $198-100.0% | $6,755-100.0% | $170-100.0% |