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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,020 |
Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $5,597 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $374 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,063 | $89,370-76.4% | $141,197-85.1% | $72,976-71.1% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 22.14% | 111.88%-89.7pp | 71.41%-49.3pp | 81.02%-58.9pp |
| Employer contribution / active EE | $608 | $3,115-80.5% | $4,736-87.2% | $2,440-75.1% |
| Participant deferral / active EE | $4,921 | $5,419-9.2% | $6,710-26.7% | $3,608+36.4% |
| Admin fee / account holder | $136 | $5,957-97.7% | $10,265-98.7% | $5,124-97.3% |