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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $29,504 |
GORDON ASSET MANAGEMENT5+ years Filed as: GORDON ASSET MANAGEMENT, LLC Service code 27 1007 SLATER ROAD, SUITE 200 · DURHAM, NC 27703 | Advisory (Plan) | $15,662 |
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 | $24,093 | $89,652-73.1% | $141,191-82.9% | $65,185-63.0% |
| Participation rate | 56.7% | 74.7%-18.0pp | 82.5%-25.8pp | 70.2%-13.5pp |
| Annual return | 35.00% | 32.79%+2.2pp | 71.41%-36.4pp | 29.38%+5.6pp |
| Employer contribution / active EE | $1,056 | $3,065-65.5% | $4,736-77.7% | $2,177-51.5% |
| Participant deferral / active EE | $1,831 | $5,691-67.8% | $6,710-72.7% | $3,514-47.9% |
| Admin fee / account holder | $287 | $569-49.5% | $10,264-97.2% | $847-66.1% |