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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $122,436 |
Service code 27 959 11TH AVE STE B · LONGVIEW, WA 98632 | Advisory (Plan) | $64,468 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $4,030 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $4,030 |
RUDD & COMPANY PLLC4+ years Service code 13 · EIN 82-0467399 725 S WOODRUFF AVE · IDAHO FALLS, ID 834031895 | Contract Administrator | $1,600 |
GENEOS WEALTH MANAGEMENT INC4+ years Service code 55 | Other Commissions | $0 |
HOUCK EVARTS & COMPANY LLC3 years Filed as: HOUCK EVARTS & CO Service code 10 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,152 | $62,928-36.2% | $172,755-76.8% | $67,579-40.6% |
| Participation rate | 56.7% | 64.5%-7.8pp | 82.6%-26.0pp | 71.3%-14.6pp |
| Annual return | 4.95% | 30.36%-25.4pp | 802.94%-798.0pp | 378.56%-373.6pp |
| Employer contribution / active EE | $1,170 | $1,636-28.5% | $5,144-77.2% | $2,148-45.5% |
| Participant deferral / active EE | $2,506 | $2,145+16.9% | $5,198-51.8% | $3,539-29.2% |
| Admin fee / account holder | $279 | $167+67.3% | $13,955-98.0% | $142+95.9% |