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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,260 |
Filed as: COMMONWEALTH EQUITY SERVICES INC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $7,500 |
Service code 27 · EIN 46-5501252 10260 SW GREENBURG ROAD, STE. 400 · PORTLAND, OR 97223 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,114 | $54,368-44.6% | $117,039-74.3% | $62,293-51.7% |
| Participation rate | 55.9% | 64.9%-9.0pp | 77.2%-21.3pp | 69.5%-13.6pp |
| Annual return | 30.85% | 21.77%+9.1pp | 18.95%+11.9pp | 28.90%+2.0pp |
| Employer contribution / active EE | $1,097 | $1,692-35.1% | $3,785-71.0% | $2,042-46.3% |
| Participant deferral / active EE | $1,494 | $2,269-34.1% | $3,929-62.0% | $3,169-52.9% |
| Admin fee / account holder | $291 | $493-41.0% | $5,974-95.1% | $479-39.2% |