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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMPENSATION STRATEGIES LTD Service code 13 2920 TOCCOA ROAD · BEAUMONT, TX 77703 | Contract Administrator | $2,380 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,087 | $69,383+28.4% | $101,275-12.0% | $73,497+21.2% |
| Participation rate | 25.0% | 68.4%-43.4pp | 75.8%-50.8pp | 70.7%-45.7pp |
| Annual return | 10.54% | 18.46%-7.9pp | 46.48%-35.9pp | 28.51%-18.0pp |
| Employer contribution / active EE | $637 | $2,628-75.7% | $3,660-82.6% | $2,270-71.9% |
| Participant deferral / active EE | $1,394 | $3,301-57.8% | $4,371-68.1% | $3,740-62.7% |
| Admin fee / account holder | $17 | $704-97.6% | $5,948-99.7% | $513-96.7% |