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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,449 |
GENEOS WEALTH MANAGEMENT INC3+ years Service code 55 511 CLAYTON ST · DENVER, CO 80206 | Other Commissions | $24,137 |
Service code 27 959 11TH AVE STE B · LONGVIEW, WA 98632 | Advisory (Plan) | $13,110 |
RUDD & COMPANY PLLC3+ years Service code 13 · EIN 82-0467399 725 S WOODRUFF AVE · IDAHO FALLS, ID 834031895 | Contract Administrator | $9,581 |
HOUCK EVARTS & COMPANY LLC2 years Filed as: HOUCK EVARTS & CO Service code 10 · EIN 20-0361525 | Accounting | $0 |
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.)
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 | $37,728 | $37,196+1.4% | $154,111-75.5% | $55,725-32.3% |
| Participation rate | 57.4% | 64.1%-6.7pp | 83.0%-25.6pp | 70.9%-13.4pp |
| Annual return | 9.05% | 1319.68%-1310.6pp | 735.18%-726.1pp | 244.93%-235.9pp |
| Employer contribution / active EE | $1,189 | $1,614-26.3% | $5,298-77.6% | $2,078-42.8% |
| Participant deferral / active EE | $2,320 | $2,068+12.2% | $5,081-54.3% | $3,356-30.9% |
| Admin fee / account holder | $313 | $102+207.8% | $13,411-97.7% | $115+171.5% |