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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 620 NEWPORT CENTER DR. · NEWPORT BEACH, CA 92260 | Advisory (Plan) | $5,075 |
TPA SERVICES, INC.2 years Service code 13 · EIN 84-1571661 7108 S. ALTON WAY · CENTENNIAL, CO 80112 | Contract Administrator | $3,500 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $383 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,653 | $98,766-78.1% | $149,730-85.5% | $79,852-72.9% |
| Participation rate | 29.2% | 75.8%-46.6pp | 82.5%-53.3pp | 69.6%-40.5pp |
| Annual return | 4.85% | 27.43%-22.6pp | 276.70%-271.8pp | 31.72%-26.9pp |
| Employer contribution / active EE | $936 | $3,217-70.9% | $4,645-79.8% | $2,471-62.1% |
| Participant deferral / active EE | $3,437 | $5,681-39.5% | $6,843-49.8% | $3,740-8.1% |
| Admin fee / account holder | $189 | $6,052-96.9% | $9,310-98.0% | $5,306-96.4% |