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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,366 |
RANDALL & HURLEY, INC.1 year Service code 13 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $1,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $326 |
Filed as: NORTHWEST MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $0 |
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 | $57,345 | $86,341-33.6% | $125,192-54.2% | $65,185-12.0% |
| Participation rate | 90.5% | 75.3%+15.2pp | 79.8%+10.7pp | 70.2%+20.3pp |
| Annual return | 23.25% | 27.44%-4.2pp | 43.79%-20.5pp | 29.38%-6.1pp |
| Employer contribution / active EE | $1,027 | $2,040-49.7% | $3,866-73.4% | $2,177-52.8% |
| Participant deferral / active EE | $2,306 | $3,538-34.8% | $4,937-53.3% | $3,514-34.4% |
| Admin fee / account holder | $95 | $609-84.4% | $9,704-99.0% | $847-88.8% |