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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,253 |
GENEOS WEALTH MANAGEMENT INC2+ years Service code 55 511 CLAYTON ST · DENVER, CO 80206 | Other Commissions | $30,413 |
RUDD & COMPANY PLLC2+ years Service code 13 · EIN 82-0467399 725 S WOODRUFF AVE · IDAHO FALLS, ID 834031895 | Contract Administrator | $15,258 |
Filed as: HOUCK EVARTS & CO Service code 10 · EIN 20-0361525 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,472 | $46,173-25.3% | $170,435-79.8% | $69,631-50.5% |
| Participation rate | 54.2% | 63.9%-9.7pp | 83.6%-29.4pp | 70.7%-16.5pp |
| Annual return | 11.91% | 21.62%-9.7pp | 205.94%-194.0pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $948 | $1,610-41.1% | $5,432-82.6% | $2,032-53.4% |
| Participant deferral / active EE | $1,855 | $2,080-10.8% | $4,939-62.4% | $3,224-42.5% |
| Admin fee / account holder | $310 | $116+167.4% | $13,881-97.8% | $110+180.8% |