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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,384 |
VALMARK ADVISERS INC3 years Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $8,097 |
DOWNEAST PENSION SERVICES, INC.4+ years Service code 13 | Contract Administrator | $1,619 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,198 | $52,967-67.5% | $172,753-90.0% | $65,186-73.6% |
| Participation rate | 56.6% | 66.2%-9.6pp | 82.6%-26.0pp | 70.2%-13.6pp |
| Annual return | 22.06% | 30.12%-8.1pp | 803.00%-780.9pp | 29.39%-7.3pp |
| Employer contribution / active EE | $266 | $2,190-87.9% | $5,144-94.8% | $2,177-87.8% |
| Participant deferral / active EE | $1,487 | $2,471-39.8% | $5,198-71.4% | $3,514-57.7% |
| Admin fee / account holder | $157 | $472-66.8% | $13,956-98.9% | $847-81.5% |