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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,294 |
VALMARK ADVISERS INC1 year Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $6,967 |
DOWNEAST PENSION SERVICES, INC.2+ years Service code 13 | Contract Administrator | $599 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,331 | $55,453-63.3% | $170,435-88.1% | $62,293-67.4% |
| Participation rate | 39.9% | 66.4%-26.5pp | 83.6%-43.7pp | 69.5%-29.7pp |
| Annual return | 14.97% | 21.38%-6.4pp | 205.94%-191.0pp | 28.90%-13.9pp |
| Employer contribution / active EE | $187 | $2,164-91.4% | $5,432-96.6% | $2,042-90.9% |
| Participant deferral / active EE | $1,146 | $2,303-50.3% | $4,939-76.8% | $3,169-63.9% |
| Admin fee / account holder | $208 | $455-54.4% | $13,881-98.5% | $479-56.7% |