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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,915 |
Service code 27 959 11TH AVE STE B · LONGVIEW, WA 98632 | Advisory (Plan) | $36,785 |
RUDD & COMPANY PLLC1 year Filed as: RUDD & COMPANY, PLLC Service code 13 725 S WOODRUFF AVE · IDAHO FALLS, ID 834031895 | Contract Administrator | $20,042 |
HOUCK EVARTS & COMPANY LLC4 years Filed as: HOUCK EVARTS & CO Service code 10 5000 MEADOWS RD, SUITE 390 · LAKE OSWEGO, OR 97035 | Accounting | $8,500 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $4,598 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $0 |
RUDD & COMPANY PLLC5+ years Service code 13 · EIN 82-0467399 725 S WOODRUFF AVE · IDAHO FALLS, ID 834031895 | Contract Administrator | $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.)
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 | $45,416 | $52,293-13.2% | $178,499-74.6% | $73,412-38.1% |
| Participation rate | 52.1% | 65.3%-13.2pp | 81.9%-29.8pp | 72.2%-20.1pp |
| Annual return | 10.15% | 34.75%-24.6pp | 151.10%-141.0pp | 59.30%-49.1pp |
| Employer contribution / active EE | $1,201 | $1,735-30.8% | $5,011-76.0% | $2,234-46.2% |
| Participant deferral / active EE | $2,757 | $2,332+18.2% | $5,202-47.0% | $3,806-27.6% |
| Admin fee / account holder | $361 | $127+183.1% | $13,986-97.4% | $158+128.4% |