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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GRENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,322 |
Service code 55 5707 SW PKWY BLDG 2 · AUSTIN, TX 78735 | Other Commissions | $8,582 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $5,629 |
Filed as: ADVISED ASEETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $66 |
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.
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 | $41,457 | $38,365+8.1% | $84,623-51.0% | $65,185-36.4% |
| Participation rate | 44.5% | 55.7%-11.1pp | 68.2%-23.7pp | 70.2%-25.7pp |
| Annual return | 16.28% | 32.00%-15.7pp | 258.77%-242.5pp | 29.38%-13.1pp |
| Employer contribution / active EE | $430 | $1,258-65.8% | $2,652-83.8% | $2,177-80.2% |
| Participant deferral / active EE | $1,596 | $2,278-29.9% | $3,899-59.1% | $3,514-54.6% |
| Admin fee / account holder | $229 | $451-49.2% | $4,913-95.3% | $847-73.0% |