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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GRENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,431 |
Service code 55 5707 SW PKWY BLDG 2 · AUSTIN, TX 78735 | Other Commissions | $9,417 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $5,165 |
Filed as: ADVISED ASEETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $173 |
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.
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 | $44,779 | $43,133+3.8% | $89,414-49.9% | $73,493-39.1% |
| Participation rate | 50.0% | 55.0%-5.0pp | 68.0%-18.0pp | 70.7%-20.7pp |
| Annual return | 10.15% | 135.66%-125.5pp | 245.50%-235.4pp | 28.51%-18.4pp |
| Employer contribution / active EE | $494 | $1,438-65.7% | $2,586-80.9% | $2,270-78.3% |
| Participant deferral / active EE | $1,769 | $2,445-27.6% | $3,890-54.5% | $3,740-52.7% |
| Admin fee / account holder | $248 | $444-44.0% | $4,883-94.9% | $513-51.6% |