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| Provider | Service type | Compensation |
|---|---|---|
CALVETTI FERGUSON1 year Filed as: CALVETTI FERGUSON PC Service code 10 1201 LOUISIANA STE 800 · HOUSTON, TX 77002 | Accounting | $12,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,050 |
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.
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 | $19,499 | $75,388-74.1% | $123,549-84.2% | $55,725-65.0% |
| Participation rate | 51.7% | 75.7%-23.9pp | 82.3%-30.6pp | 70.9%-19.1pp |
| Annual return | -10.76% | 4.48%-15.2pp | 119.20%-130.0pp | 244.93%-255.7pp |
| Employer contribution / active EE | $1,283 | $3,063-58.1% | $4,628-72.3% | $2,078-38.3% |
| Participant deferral / active EE | $3,908 | $5,651-30.8% | $6,426-39.2% | $3,356+16.5% |
| Admin fee / account holder | $31 | $120-74.0% | $9,284-99.7% | $115-72.9% |