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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,200 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,698 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES, INC Service code 13 3136 WINTON ROAD SUITE 300 · ROCHESTER, NY 14623 | Contract Administrator | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,946 | $88,324-60.4% | $115,038-69.6% | $55,191-36.7% |
| Participation rate | 47.8% | 72.5%-24.7pp | 81.4%-33.5pp | 69.2%-21.3pp |
| Annual return | 5.65% | 6.30%-0.6pp | 26.14%-20.5pp | 10.78%-5.1pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,583 | $5,042-28.9% | $6,026-40.6% | $3,046+17.6% |
| Admin fee / account holder | $9 | $105-91.7% | $8,175-99.9% | $91-90.4% |