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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,710 |
VICUS CAPITAL2 years Service code 27 476 ROLLING RIDGE DR STE 315 · STATE COLLEGE, PA 16801 | Advisory (Plan) | $9,153 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,242 | $47,977-74.5% | $154,108-92.1% | $56,289-78.3% |
| Participation rate | 47.9% | 66.2%-18.3pp | 83.0%-35.1pp | 69.9%-21.9pp |
| Annual return | -5.13% | 3.54%-8.7pp | 735.21%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $358 | $2,169-83.5% | $5,298-93.2% | $2,111-83.0% |
| Participant deferral / active EE | $567 | $2,392-76.3% | $5,081-88.8% | $3,350-83.1% |
| Admin fee / account holder | $174 | $438-60.2% | $13,411-98.7% | $521-66.6% |