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 | $49,435 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,770 | $62,132+59.0% | $185,823-46.8% | $73,488+34.4% |
| Participation rate | 88.6% | 67.8%+20.8pp | 78.0%+10.6pp | 70.7%+17.9pp |
| Annual return | 19.55% | 20.44%-0.9pp | 35.95%-16.4pp | 28.51%-9.0pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,659 | $3,711-1.4% | $5,632-35.0% | $3,740-2.2% |
| Admin fee / account holder | $287 | $419-31.5% | $9,500-97.0% | $513-44.1% |