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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,754 |
ALPHA PENSION GROUP, INC.2+ years Service code 15 · EIN 26-2219855 | Recordkeeping | $7,505 |
Service code 64 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,990 | $25,723-10.6% | $69,182-66.8% | $55,167-58.3% |
| Participation rate | 51.5% | 39.4%+12.1pp | 55.1%-3.6pp | 69.0%-17.5pp |
| Annual return | 8.01% | 9.56%-1.5pp | -21.93%+29.9pp | 169.23%-161.2pp |
| Employer contribution / active EE | $82 | $480-82.9% | $1,206-93.2% | $1,963-95.8% |
| Participant deferral / active EE | $1,511 | $963+56.9% | $1,897-20.3% | $3,054-50.5% |
| Admin fee / account holder | $273 | $365-25.2% | $2,697-89.9% | $504-45.9% |