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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,891 |
Filed as: SIGNATOR INVESTORS INC. Service code 55 | Other Commissions | $12,516 |
Filed as: KILEY JUERGENS WEALTH MANAGEMENT LL Service code 27 2413 PACIFIC AVE SE STE C · OLYMPIA, WA 98501 | Advisory (Plan) | $6,977 |
PROFESSIONAL BENEFIT SERVICES4+ years Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 · EIN 93-0998477 1193 ROYVONNE AVE SE · SALEM, OH 97302 | Contract Administrator | $2,550 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR INC. MORNINGSTAR ASSOC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $1,242 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 RETIREMENT ADVISORY SERVICES · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,160 |
Filed as: SIGNATOR INVESTORS, INC. Service code 55 197 CLARENDON ST · BOSTON, MA 02116 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,775 | $47,977-56.7% | $154,108-86.5% | $56,289-63.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.97% | 3.54%-10.5pp | 735.21%-742.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $2,896 | $2,169+33.5% | $5,298-45.3% | $2,111+37.2% |
| Participant deferral / active EE | $2,542 | $2,392+6.3% | $5,081-50.0% | $3,350-24.1% |
| Admin fee / account holder | $78 | $438-82.1% | $13,411-99.4% | $521-84.9% |