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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,979 |
Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $31,937 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,896 |
Filed as: GWFS EQUITIES INC Service code 72 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $20 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,227 | $73,638+55.1% | $95,956+19.0% | $73,493+55.4% |
| Participation rate | 86.2% | 76.2%+10.0pp | 77.1%+9.1pp | 70.7%+15.5pp |
| Annual return | 18.55% | 16.78%+1.8pp | 91.63%-73.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $4,350 | $1,863+133.5% | $2,541+71.2% | $2,270+91.6% |
| Participant deferral / active EE | $9,555 | $3,617+164.2% | $4,167+129.3% | $3,740+155.5% |
| Admin fee / account holder | $388 | $482-19.6% | $6,797-94.3% | $513-24.4% |