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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $178,996 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $65,339 |
PENSION ASSURANCE LLP1+ years Service code 99 5530 CORBIN AVE STE 260 · TARZANA, CA 91356 | Other Fees | $6,495 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,534 | $38,925+22.1% | $73,836-35.6% | $55,191-13.9% |
| Participation rate | 96.1% | 66.0%+30.1pp | 73.4%+22.7pp | 69.2%+26.9pp |
| Annual return | -0.58% | 6.31%-6.9pp | 2268.06%-2268.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $789 | $1,695-53.5% | $2,787-71.7% | $1,899-58.5% |
| Participant deferral / active EE | $3,263 | $2,351+38.8% | $3,583-8.9% | $3,046+7.1% |
| Admin fee / account holder | $236 | $83+185.3% | $4,882-95.2% | $91+160.4% |