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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $9,795 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $560 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,458 | $48,277-30.7% | $63,517-47.3% | $55,191-39.4% |
| Participation rate | 53.1% | 69.4%-16.3pp | 71.0%-18.0pp | 69.2%-16.1pp |
| Annual return | -0.81% | 2.37%-3.2pp | -70.30%+69.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $212 | $1,592-86.7% | $2,322-90.9% | $1,899-88.8% |
| Participant deferral / active EE | $1,274 | $2,432-47.6% | $2,953-56.9% | $3,046-58.2% |
| Admin fee / account holder | $49 | $86-42.9% | $5,892-99.2% | $91-45.9% |