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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $29,079 |
GORDON ASSET MANAGEMENT4+ years Filed as: GORDON ASSET MANAGEMENT, LLC Service code 27 1007 SLATER ROAD, SUITE 200 · DURHAM, NC 27703 | Advisory (Plan) | $12,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,011 | $73,102-76.7% | $123,552-86.2% | $56,287-69.8% |
| Participation rate | 56.9% | 74.3%-17.4pp | 82.3%-25.4pp | 69.9%-12.9pp |
| Annual return | -4.34% | 3.01%-7.3pp | 119.20%-123.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,048 | $2,977-64.8% | $4,628-77.4% | $2,111-50.4% |
| Participant deferral / active EE | $1,896 | $5,423-65.0% | $6,426-70.5% | $3,350-43.4% |
| Admin fee / account holder | $275 | $554-50.3% | $9,285-97.0% | $521-47.1% |