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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GRENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,678 |
Service code 55 5707 SW PKWY BLDG 2 · AUSTIN, TX 78735 | Other Commissions | $8,234 |
PENCOR, INC.1 year Service code 13 1361 13TH AVENUE SOUTH · JACKSONVILLE BEACH, FL 32250 | Contract Administrator | $5,223 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $536 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,235 | $33,067+6.6% | $76,518-54.0% | $56,287-37.4% |
| Participation rate | 47.8% | 55.4%-7.6pp | 68.0%-20.2pp | 69.9%-22.0pp |
| Annual return | -6.94% | 2.72%-9.7pp | -0.27%-6.7pp | -9.96%+3.0pp |
| Employer contribution / active EE | $405 | $1,200-66.3% | $2,647-84.7% | $2,111-80.8% |
| Participant deferral / active EE | $1,566 | $2,240-30.1% | $3,836-59.2% | $3,350-53.3% |
| Admin fee / account holder | $254 | $537-52.7% | $4,849-94.8% | $521-51.2% |