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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,217 |
FOOTHILL SECURITIES INC1+ years Service code 55 2303 CAMINO RAMON STE 137 · SAN RAMON, CA 94583 | Other Commissions | $41,278 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23 |
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 | $113,703 | $70,002+62.4% | $115,038-1.2% | $52,331+117.3% |
| Participation rate | 96.3% | 72.1%+24.2pp | 81.4%+15.0pp | 68.1%+28.2pp |
| Annual return | -0.24% | 4.04%-4.3pp | 26.14%-26.4pp | 4.54%-4.8pp |
| Employer contribution / active EE | $3,698 | $2,715+36.2% | $4,608-19.7% | $1,882+96.5% |
| Participant deferral / active EE | $9,048 | $4,920+83.9% | $6,026+50.1% | $3,022+199.4% |
| Admin fee / account holder | $296 | $566-47.7% | $8,175-96.4% | $592-50.0% |