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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $247,455 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 21875 NETWORK PL · CHICAGO, IL 606731218 | Advisory (Plan) | $64,945 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 440 MONTICELLO AVE STE 1400 · NORFOLK, VA 23510 | Accounting | $43,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,701 | $113,699-82.7% | $70,476-72.0% | $93,223-78.9% |
| Participation rate | 94.7% | 77.8%+16.9pp | 75.1%+19.6pp | 74.9%+19.8pp |
| Annual return | 17.49% | 14.93%+2.6pp | 109.12%-91.6pp | 19.29%-1.8pp |
| Employer contribution / active EE | $384 | $3,991-90.4% | $2,738-86.0% | $2,680-85.7% |
| Participant deferral / active EE | $2,571 | $4,485-42.7% | $3,710-30.7% | $4,563-43.7% |
| Admin fee / account holder | $42 | $40+5.2% | $3,847-98.9% | $79-46.4% |