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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,722 |
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 620 NEWPORT CENTER DR. · NEWPORT BEACH, CA 92260 | Advisory (Plan) | $1,294 |
TPA SERVICES, INC.1 year Service code 13 · EIN 84-1571661 7108 S. ALTON WAY · CENTENNIAL, CO 80112 | Contract Administrator | $595 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23 |
Service code 64 · EIN 84-0467907 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,952 | $89,652-81.1% | $141,191-88.0% | $65,185-74.0% |
| Participation rate | 27.0% | 74.7%-47.7pp | 82.5%-55.5pp | 70.2%-43.2pp |
| Annual return | 26.27% | 32.79%-6.5pp | 71.41%-45.1pp | 29.38%-3.1pp |
| Employer contribution / active EE | $574 | $3,065-81.3% | $4,736-87.9% | $2,177-73.6% |
| Participant deferral / active EE | $2,314 | $5,691-59.3% | $6,710-65.5% | $3,514-34.2% |
| Admin fee / account holder | $111 | $569-80.5% | $10,264-98.9% | $847-86.9% |