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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,485 |
GENOVESE BURFORD & BROTHERS2 years Filed as: GENOVESE BURFORD & BROTHERS WE Service code 33 · EIN 45-1546130 | Securities brokerage | $4,174 |
Filed as: AZZAD ASSET MANAGEMENT INC Service code 33 · EIN 22-3746116 | Securities brokerage | $3,049 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $2,480 |
INDEPENDENT FINANCIAL PARTNERS3+ years Service code 33 · EIN 59-3331424 | Securities brokerage | $1,427 |
FARNAM STREET INVESTMENTS LLC3+ years Service code 33 · EIN 27-1611886 | Securities brokerage | $525 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $293,416 | $46,182+535.4% | $170,435+72.2% | $69,634+321.4% |
| Participation rate | 84.0% | 63.9%+20.1pp | 83.6%+0.4pp | 70.7%+13.3pp |
| Annual return | 20.13% | 21.40%-1.3pp | 205.94%-185.8pp | 27572.26%-27552.1pp |
| Employer contribution / active EE | $16,044 | $1,610+896.4% | $5,432+195.3% | $2,032+689.5% |
| Participant deferral / active EE | $16,461 | $2,081+691.1% | $4,939+233.3% | $3,224+410.6% |
| Admin fee / account holder | $38 | $116-67.0% | $13,881-99.7% | $110-65.3% |