Filed November 13, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,340 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $30,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,680 | $48,471+72.6% | $182,532-54.2% | $67,579+23.8% |
| Participation rate | 82.0% | 67.2%+14.8pp | 78.0%+4.0pp | 71.3%+10.7pp |
| Annual return | 23.65% | 31.08%-7.4pp | 148.54%-124.9pp | 378.56%-354.9pp |
| Employer contribution / active EE | $356 | $1,461-75.6% | $4,076-91.3% | $2,148-83.4% |
| Participant deferral / active EE | $4,228 | $3,324+27.2% | $5,524-23.5% | $3,539+19.5% |
| Admin fee / account holder | $346 | $151+128.7% | $8,592-96.0% | $142+143.0% |