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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,679 |
Service code 13 · EIN 66-0523704 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $24,002 |
EQUITABLE ADVISORS LLC1 year Service code 55 1290 AVE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $23,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,454 | $56,095-43.9% | $178,499-82.4% | $90,274-65.2% |
| Participation rate | 58.5% | 65.6%-7.0pp | 81.9%-23.4pp | 73.4%-14.8pp |
| Annual return | 16.17% | 28.81%-12.6pp | 151.10%-134.9pp | 53.97%-37.8pp |
| Employer contribution / active EE | $520 | $1,572-66.9% | $5,011-89.6% | $2,523-79.4% |
| Participant deferral / active EE | $1,175 | $2,669-56.0% | $5,202-77.4% | $4,231-72.2% |
| Admin fee / account holder | $116 | $101+14.9% | $13,986-99.2% | $114+1.3% |