Filed December 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,970 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,370 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,050 | $64,909-67.6% | $82,312-74.4% | $62,293-66.2% |
| Participation rate | 81.6% | 74.9%+6.7pp | 76.9%+4.7pp | 69.5%+12.1pp |
| Annual return | 18.68% | 21.18%-2.5pp | 25.88%-7.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $226 | $1,676-86.5% | $2,428-90.7% | $2,042-88.9% |
| Participant deferral / active EE | $2,834 | $3,103-8.7% | $3,706-23.5% | $3,169-10.6% |
| Admin fee / account holder | $76 | $440-82.6% | $5,608-98.6% | $479-84.0% |