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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,454 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, VA 52556 | Advisory (Plan) | $25,676 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,433 | $46,332-38.6% | $143,797-80.2% | $64,824-56.1% |
| Participation rate | 57.2% | 64.2%-7.0pp | 80.3%-23.1pp | 71.5%-14.3pp |
| Annual return | -14.25% | -10.05%-4.2pp | -0.04%-14.2pp | 32.84%-47.1pp |
| Employer contribution / active EE | $1,208 | $1,911-36.8% | $4,952-75.6% | $2,507-51.8% |
| Participant deferral / active EE | $2,330 | $2,647-12.0% | $5,638-58.7% | $4,311-45.9% |
| Admin fee / account holder | $198 | $154+28.7% | $14,679-98.7% | $188+5.4% |